Salvador Perez
Salvador Perez is a CFP-designated registered investment advisor at Totem Wealth Management LLC, based in Charlotte, NC, with 7 years of industry experience. Salvador operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 105 clients with $13M 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 $50K | 1.20% |
| $50K - $100K | 1.10% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
Charlotte, NC
Get directionsHistory
Regulatory History (1)
Regulatory
October 2025Other Business Activities
Salvador coaches soccer for ISL Agency Futbol, starting in 2018. This takes about 10-20% of his time, none of which is during trading hours.
Employment History
Current Registrations
Totem Wealth Management LLC
Previous Registrations
Financial Plans & Strategies, INC.
Vanguard Marketing CorporationBroker
State Registrations3 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.