Charles Woolston is a registered investment advisor at Salvus Wealth Management, LLC, based in Jupiter, FL, with 15 years of industry experience. Charles 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
Jupiter, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Charles is a partner in Vintage Truck Purveyors US, LLC and Vintage Truck Purveyors-Commercial LLC, both vehicle importing and sales businesses, since 2019 and 2020 respectively. He spends minimal time on each entity, providing management advice and business guidance.
Employment History
Current Registrations
Salvus Wealth Management, LLC
Previous Registrations
C & G Financial, LLC
State Registrations2 states
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