Salem Partners Wealth Management (SPWM) offers investment advice and manages portfolios for individuals, high-net-worth individuals, families, trusts, and other entities. SPWM creates customized investment strategies based on each client's objectives, risk tolerance, and financial situation. Portfolios include stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. SPWM monitors portfolios and rebalances them annually or more frequently as needed.
Assets Under Management$1.5B
Clients43
Advisors4
Avg. per Client$35M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees may be negotiable depending on the size and type of account and the services required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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