PSALM Capital offers asset management and financial planning services to help clients meet their financial goals. They work with clients to understand their financial situation, goals, and risk tolerance. Based on this, they create an investment approach using stocks, bonds, ETFs, and other securities. Portfolios are monitored and rebalanced as needed. PSALM Capital provides individualized investment advice.
Assets Under Management$17M
Clients6
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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