Saling Wealth Advisors manages investment portfolios and offers personalized financial planning and general consulting services. The firm builds customized investment portfolios primarily using mutual funds and exchange-traded funds, drawing on research from firms like BlackRock, Morningstar, and J.P. Morgan. Saling Wealth Advisors generally manages accounts on a discretionary basis, meaning the firm makes trades on the client's behalf without needing prior approval for each individual transaction, though non-discretionary options are also available. Comprehensive financial planning services cover cash flow planning, retirement planning, estate planning analysis, tax planning analysis, and insurance analysis. Saling Wealth Advisors primarily serves individuals, businesses, charitable organizations, trusts, and estates, with a typical minimum investment of $1,000,000, though exceptions and fee minimums can be negotiated.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
The stated rate applies to all assets under management. Fees are negotiable for accounts over $10,000,000 and special situations.