PortSalus Wealth Management offers continuous investment management and financial planning services tailored to each client's individual needs and goals. PortSalus Wealth Management builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and can also advise on held-away accounts like retirement plans. In addition to managing investments, PortSalus Wealth Management provides comprehensive financial planning covering retirement, taxes, estate planning, cash flow, insurance, and business consulting. Ongoing financial planning is included at no additional cost for investment management clients who maintain at least $1,000,000 in assets with PortSalus Wealth Management. Clients with smaller portfolios or those seeking standalone advice can pay for ongoing planning or one-time financial plans.
Fee Structure
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. Ongoing financial planning is included at no extra cost for clients with at least $1,000,000 in assets under management.
