Sallux Investments LLC

Fee-Only (% of Portfolio)

Sallux Investments manages investments for clients using separately managed accounts. Sallux designs and implements investment programs, manages investments, and monitors performance. Sallux tailors its investment advice to each client's goals, risk tolerance, and time horizon. Sallux primarily uses a market neutral strategy and an equity long/short strategy.

Assets Under Management$4M
Clients8
AdvisorsN/A
Avg. per Client$490K
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Sallux Investments charges a fee based on a percentage of the assets they manage in your separately managed account. This fee is negotiable and can range from 0.5% to 1.75% annually, charged quarterly. Sallux may also receive a performance-based incentive fee, ranging from 7.5% to 10% of the increase in your account's net assets each year.

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Sallux Investments LLC | TrueAdvisor