Salomon and Ludwin, LLC manages investment portfolios and provides personalized financial planning for individuals, families, estates, trusts, and retirement plans. The firm uses a consultative approach to understand each client's goals, time horizon, and comfort with risk, implementing strategies primarily through exchange-traded funds, mutual funds, equities, and fixed income securities. Salomon and Ludwin utilizes an active investment approach, including its proprietary TriggerPoint strategy, and offers a wrap fee program where investment advisory services, brokerage execution, and custody are covered under a single fee. While the firm recommends a minimum of $2,000,000 in manageable assets to ensure effective diversification and cost efficiency, it serves a wide range of clients, focusing particularly on retirees, experienced investors, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.30% |
| $15.0M - $17.5M | 0.30% |
| $17.5M - $20.0M | 0.30% |
| $20.0M - $22.5M | 0.25% |
| $22.5M - $25.0M | 0.25% |
| $25.0M - $27.5M | 0.25% |
| $27.5M - $30.0M | 0.15% |
| $30.0M - $32.5M | 0.15% |
| $32.5M - $35.0M | 0.10% |
| $35.0M - $37.5M | 0.10% |
| $37.5M+ | 0.05% |
Accounts below $2 million are subject to household minimum fees of $7,500 a year or up to 1.75% annually, whichever is greater. Fees are negotiable at the firm's discretion.