Raymond Saliba
Raymond Saliba is a CFA, CFP-designated registered investment advisor at Saliba Asset Management L.L.C., based in Huntsville, AL, with 21 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 52 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and can be lower than the maximum rate. There is a $2,500 annual minimum fee which can also be negotiated or waived.
Fee Estimator
Location
112 South Side Square, Suite C, Huntsville, AL, 35801
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1991Other Business Activities
Raymond is the president of Pretium Capital Group, Inc., a non-investment related business providing valuation services to private companies since 1999. He dedicates about three-quarters of his time to this role.
Employment History
Current Registrations
Saliba Asset Management L.L.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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