Salem Investment Counselors offers investment management services, including financial planning and asset management. Salem constructs and manages client investment portfolios using various investment vehicles to meet client goals. Salem believes investment advice is only effective if all aspects of the client's needs and circumstances are considered.
Assets Under Management$3.8B
Clients1,325
Advisors11
Avg. per Client$2.9M
Avg. per Advisor$350M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Discounts and premiums to the fee schedule may be negotiated with each client. Salem may also utilize a flat annual fee in lieu of the percentage of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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