Saliba Asset Management (SAM) manages investment accounts for clients based on their individual goals and risk tolerance. SAM invests in various securities, including stocks, bonds, mutual funds, and ETFs. SAM also provides investment advice and financial planning on a consultation basis. R. Gary Saliba also provides business valuation and expert witness services through Pretium Valuation Group, LLC.
Assets Under Management$53M
Clients53
Advisors1
Avg. per Client$1M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable. Minimum annual fee of $2,500, which is also negotiable and can be waived. The fee charged can be lower than the maximum fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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