John Salter is a CFP-designated registered investment advisor at Evensky & Katz/foldes Wealth Management, based in Lubbock, TX, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,184 clients with $3.1B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Employees and their family related accounts may be charged a reduced fee, or no fee, for our services.
Fee Estimator
Location
3223 S Loop 289, Suite 220, Lubbock, TX, 79423
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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 →Other Business Activities
John is employed full-time as an Assistant Professor of Personal Financial Planning at Texas Tech University, teaching and conducting research. This position is not investment-related, other than in a teaching capacity.
Employment History
Current Registrations
Evensky & Katz/foldes Wealth Management
State Registrations4 states
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