Salmon Bay Wealth Management provides financial planning and asset management services to individuals and families. Financial planning covers investment planning, retirement, estate and gift tax, education, insurance, tax, cash flow, and debt management. Asset management is done on a discretionary basis using stocks, bonds, mutual funds, and ETFs. Clients can place restrictions on investments.
Assets Under Management$4.8M
Clients9
Advisors1
Avg. per Client$530K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Minimum annual fee of $750. Fees for accounts over $5,000,000 are to be discussed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...