Silverlake Portfolio Advisors LLC fees and pricing

Financial planner in Los Angeles, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 6, 2026, Silverlake Portfolio Advisors LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The hourly fee is $250 for financial planning and consulting services.”

Payment and refund terms, quoted from the fee section of the brochure.

“Under this arrangement, payment is due upon client’s receipt of our billing invoice.”
“To the extent that a client authorizes the use of margin, and margin is thereafter employed, the market value of the client’s account and corresponding fee payable by the client to Silverlake may be increased.”
“If a client terminates the advisory relationship at any time other than the end of a billing quarter, Silverlake’s fees are prorated through the date of termination and any remaining balance will be refunded.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
8 of the 35 other planners in Los Angeles that publish an hourly rate charge less.

“Silverlake may also provide limited financial planning services to non-investment management clients on either an hourly fee or fixed fee basis.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2015 (11 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.8% a year
Minimum: $250 minimum fee (stated in brochure)
Clients: 33
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $44,480,340
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 175210
Website: silverlakeportfolio.com (opens in new tab)
Phone: (323) 664-0960

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