Jacob Allen is a registered investment advisor at Salus Financial Advisors, based in Colorado Springs, CO, with 2 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 356 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Salus Financial Advisors' wealth management fees range from 0.50% to 1.25% annually, depending on the complexity of services, assets managed, reporting requirements, and the overall relationship. Fees are paid quarterly in advance, based on the market value of the account at the end of the prior quarter. The total blended fee, including SFA's fee and any independent manager's fee, will not exceed 1.50% annually.
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Salus Financial Advisors
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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