Silvia Mccoll Wealth Management, LLC
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Overview
Silvia Mccoll Wealth Management, LLC is a financial advisor firm located in San Diego, California. Silvia Mccoll Wealth Management, LLC oversees $217.1 million in assets under management over 334 client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). Silvia Mccoll Wealth Management, LLC has a small team, including 2 financial advisors. Silvia Mccoll Wealth Management, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.
Silvia Mccoll Wealth Management, LLC oversees 322 of the company's client assets on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without requiring the client's authorization. The firm also manages 12 non-discretionary accounts totaling $2.1 million in AUM. The company oversees about $650,042 for each customer account. The average financial advisor at Silvia Mccoll Wealth Management, LLC manages around 167 client accounts.
Silvia Mccoll Wealth Management, LLC's central office is located at 402 W. Broadway, San Diego, California 92101. Silvia Mccoll Wealth Management, LLC is permitted to serve clients across a few states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Silvia Mccoll Wealth Management, LLC by the Numbers
$217.1 million
3
334
$650.0 thousand
Products and Services
Silvia Mccoll Wealth Management, LLC provides multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the prior fiscal year, it provided 51-100 of its customers with financial planning services. The company is not involved in selling products or offering services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically vary depending on which service is offered. Fee types billed by the company may include any combination of the following fee structures: asset-based, hourly or fixed. Silvia Mccoll Wealth Management, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 334 accounts, Silvia Mccoll Wealth Management, LLC's largest client by number of accounts is high net worth investors, though it also serves 55 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 50.93%
- Other Individuals - 49.07%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Silvia Mccoll Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Silvia Mccoll Wealth Management, LLC
San Diego, CA
San Diego, CA
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