Saling Wealth Advisors offers financial planning and investment management services to individuals, trusts, and estates. Saling Wealth Advisors works with clients to create personalized investment plans based on their financial circumstances, goals, and risk tolerance. Saling Wealth Advisors manages investment portfolios on a discretionary basis, meaning they can make trades without asking you first. They also offer non-discretionary accounts where they need your approval before each trade.
Assets Under Management$520M
Clients239
Advisors9
Avg. per Client$2.2M
Avg. per Advisor$58M
www.salingwealthadvisors.com ·www.linkedin.com/company/saling-wealth-advisors ·www.youtube.com/@salingadvisors
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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% |
Fees may be negotiable for special situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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