Saliba Asset Management is a registered investment advisor located in Huntsville, Alabama, founded in 1996. The firm manages investment portfolios for individuals, high net worth individuals, trusts, estates, charitable organizations, and pension plans. Saliba Asset Management builds customized portfolios using individual stocks, exchange-traded funds, mutual funds, debt securities, and certificates of deposit, tailoring each strategy to the client's financial situation, risk tolerance, and goals. In addition to investment management, the firm offers financial consultations, investment advice, and tax return preparation services. Saliba Asset Management operates on a discretionary basis, meaning the team makes trades on behalf of clients based on agreed-upon strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and can be lower than the maximum rate. There is a $2,500 annual minimum fee which can also be negotiated or waived.