Salt Capital Wealth Management provides investment consulting and investment management services. They design investment plans using ETFs, stocks, bonds, and mutual funds. Salt Capital considers factors like net worth, age, income, risk tolerance, and tax considerations. They monitor investment performance and tailor services to individual needs. Salt Capital may outsource the management of a portion or the entirety of your portfolio to other investment advisers.
Assets Under Management$1.6M
Clients11
Advisors2
Avg. per Client$150K
Avg. per Advisor$800K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The Trading Opportunity strategy is subject to an additional fee of 3%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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