Salient Wealth Planning offers investment advice to individuals, high net worth individuals, trusts, estates, and businesses. As a fiduciary, Salient Wealth Planning is legally required to act in your best interest. The firm provides customized portfolio management and financial planning services, including investment planning, retirement planning, education savings, and insurance needs. Salient Wealth Planning may also refer clients to other specialists like accountants and attorneys.
Fee Structure
Salient Wealth Planning offers portfolio management services where fees are based on the value of your investments. The annual fee is up to 1.50% of the assets managed. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Salient Wealth Planning. Fees are negotiable.