Salvus Wealth Management offers investment advice, financial planning, and retirement plan consulting to individuals, high net worth individuals, and businesses. Salvus creates tailored investment strategies based on client goals, risk tolerance, and other factors. They primarily use stocks, bonds, mutual funds, and ETFs. Salvus may also recommend private investment funds. Financial planning is offered on a stand-alone fee basis.
Assets Under Management$300M
Clients188
Advisors6
Avg. per Client$1.6M
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
As another exception to the above fee schedule, Salvus charges an investment advisory fee equal to 0.25% of the total assets invested in the Capital Preservation strategy. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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