David Salehi is a registered investment advisor at Salehi Wealth Management, LLC, based in Dearborn, MI, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 51 clients with $15M 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 $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
The annual advisory fee is paid monthly in advance based on the value of the Client's account(s) as of the last day of the billing period. The advisory fee is a blended tier.
Fee Estimator
Location
Dearborn, MI
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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 →Employment History
Current Registrations
Salehi Wealth Management, LLC
Previous Registrations
Blue Chip Partners, LLC
State Registrations1 state
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