Svb Wealth
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Overview
Svb Wealth is located at 53 State Street, Boston, MA. The firm employs 58 financial advisors. Svb Wealth is not a registered broker-dealer.
The firm manages $5.0 billion in assets under management across 3,739 accounts, with 3,618 discretionary accounts and 121 non-discretionary accounts. In the past year, Svb Wealth provided financial planning services to between 51 and 100 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The firm serves retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations, with high net worth investors representing the largest client type by accounts. The fee structure includes asset-based and fixed fees. Svb Wealth has 688 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, a banking or thrift institution, and an insurance company or agency.
Svb Wealth is registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, Missouri, Washington, Texas, and New Hampshire.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Svb Wealth by the Numbers
$5.0 billion
85
3,739
$1.3 million
Products and Services
Services that Svb Wealth offers include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. In the last fiscal year, Svb Wealth provided 51-100 of its clients with financial planning servcies. The firm is not involved in selling products or offering services apart from investment advice to its investment advisory customers. It also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, banking or thrift institution, and insurance company or agency.
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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Find a firm that offers this service
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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Offered by 20% of firms
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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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely depend on the type of services offered. However, fees billed by Svb Wealth can consist of some combination of the following fee types: asset-based and fixed. Svb Wealth does participate in a wrap fee program, in which the company offers a service bundle for a single fee.The firm can withdraw the expenses directly from customer accounts.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Svb Wealth works with a broad range of customers. It caters to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations. Out of its 3,739 clients, Svb Wealth's largest client by number of accounts is high net worth investors, but it also serves 688 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 47.42%
- Other Individuals - 45.9%
- Corporations - 5.38%
- Charitable Organizations - 1.31%
* 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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Financial Advisors at Svb Wealth
San Francisco, CA
Boston, MA
Boston, MA
Boston, MA
San Francisco, CA
Bell Gardens, CA
Seattle, WA
New York, NY
Natick, MA
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