Luis Salinas is a CFP, ChFC-designated registered investment advisor at Apella Wealth, based in Bellevue, WA, with 10 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
2821 Northup Way, Suit 250, Bellevue, WA, 98004
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Regulatory History (1)
Employment Separation After Allegations
May 2024Employment History
Current Registrations
Apella Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.