Salcedo Financial Services offers customized investment management and financial planning services to individuals, high net worth clients, and small businesses. Services include investment management, financial planning, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Salcedo Financial Services advises on mutual funds, exchange traded funds, equities, bonds, treasuries, options, and limited partnership interests.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.60% |
Fees may be subject to negotiation. Clients can also pay a flat quarterly retainer of $2,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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