Max Jelle is a registered investment advisor at Salus Financial Advisors, based in Denver, CO, with 2 years of industry experience. Max 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
4600 S Syracuse Street, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Max works as an insurance agent selling and servicing insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Salus Financial Advisors
Previous Registrations
Corepath Wealth Partners LLC
State Registrations1 state
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