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The fee is billed in advance, is negotiable and has a $5,000 annual minimum.","source":"FIRM BROCHURE - FORM ADV PART 2A, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Presilium Private Wealth use?","answer":"Presilium Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $672M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Presilium Private Wealth have?","answer":"Presilium Private Wealth has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Presilium Private Wealth invest in?","answer":"At the end of its last fiscal year, Presilium Private Wealth’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 5% exchange-traded equities and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Presilium Private Wealth?","answer":"Presilium Private Wealth’s direct owners are Brook Hart (10% to 25%) and Jerry Davidse (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Presilium Private Wealth get paid?","answer":"Presilium Private Wealth is paid through a percentage of assets under management. 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