Salem Asset Management, operated by Sunho Lee, offers investment advice and financial planning services. These services include tax, retirement, and estate planning. Salem Asset Management recommends asset allocations and specific investments based on each client's financial situation and goals, using both fundamental and technical analysis. Clients can place restrictions on investments.
Assets Under Management$3.7M
Clients4
Advisors1
Avg. per Client$930K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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