T A Salomon Asset Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. T A Salomon Asset Management requires authority to make trades without asking first.
Assets Under Management$30M
Clients45
Advisors1
Avg. per Client$670K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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