Jesse Karich is a registered investment advisor at Salus Financial Advisors, based in Minneapolis, MN, with 23 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 356 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Salus Financial Advisors' wealth management fees range from 0.50% to 1.25% annually, depending on the complexity of services, assets managed, reporting requirements, and the overall relationship. Fees are paid quarterly in advance, based on the market value of the account at the end of the prior quarter. The total blended fee, including SFA's fee and any independent manager's fee, will not exceed 1.50% annually.
Location
Minneapolis, MN
Get directionsHistory
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
Salus Financial Advisors
Previous Registrations
Corepath Wealth Partners LLC
Cri Securities, LLC
Securian Financial Services, INC.
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations1 state
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.