Luis Salinas is a CFP, ChFC-designated registered investment advisor at Apella Wealth, based in Bellevue, WA, with 11 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,503 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.
Fee Estimator
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.
Exams
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