PortSalus Wealth Management offers investment management and financial planning services to individuals, high net-worth individuals, and pension/profit sharing plans. They develop investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, ETFs, and other securities. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Ongoing financial planning is offered on a standalone basis or with investment management.
Assets Under Management$58M
Clients58
Advisors2
Avg. per Client$1M
Avg. per Advisor$29M
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 - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Investment Management clients with at least $1,000,000 in assets under management with PortSalus Wealth Management are offered Ongoing Financial Planning services at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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