Silvia Mccoll Wealth Management, LLC

Silvia McColl Wealth Management, LLC is a California-based investment advisory firm established on February 21, 2015. The firm specializes in providing financial planning services, discretionary investment management, and pension and profit-sharing consulting services to individuals, high net worth individuals, retirement plans, foundations, charitable organizations, businesses, and pension and profit-sharing plans. The minimum initial investment to open an account is $750,000, which may be negotiable. The firm acts as a fiduciary, providing investment advice in the best interests of clients. Clients can opt for discretionary investment management services, financial planning services, or general consulting services. Investment strategies include a variety of asset classes such as equity stocks, fixed income securities, bonds, ETFs, mutual funds, and alternative investments. The firm charges fees based on a percentage of assets under management, fixed fees for financial planning services, and hourly consulting fees. Clients' accounts are monitored regularly, with periodic reviews conducted at least annually. The firm does not vote proxies on behalf of clients and does not engage in performance-based fees or side-by-side management. Clients' assets are held with a qualified custodian, and the firm does not have custody of client assets.