Robert Joel is a CFP-designated registered investment advisor at Salvus Wealth Management, LLC, based in Red Bank, NJ, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 188 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
As another exception to the above fee schedule, Salvus charges an investment advisory fee equal to 0.25% of the total assets invested in the Capital Preservation strategy. Fees may be negotiable.
Fee Estimator
Location
200 Schulz Drive, Suite 302, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Salvus Wealth Management, LLC
Previous Registrations
Arcus Capital Partners, LLC
Hightower Advisors, LLC
State Registrations3 states
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