Salzman Financial Management (SFM) manages investment advisory accounts, providing advice about mutual funds. SFM selects mutual funds and monitors their performance based on asset class representation, passive management, annual expenses, tax efficiency, and securities turnover. SFM determines a client's investment temperament through a written questionnaire and verbal discussions. Client assets are managed on a discretionary basis.
Assets Under Management$44M
Clients33
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$44M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Minimum dollar amount of $2,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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