Salus Financial Advisors offers investment advice to individuals, high net worth individuals, families, trusts, estates, charitable organizations, businesses and retirement plans. SFA provides customized investment solutions through ongoing client contact, discretionary investment management, and financial planning. SFA constructs portfolios using exchange-traded funds, individual equities, and fixed income securities. Financial planning services are offered as part of wealth management or as a stand-alone service.
Fee Structure
Salus Financial Advisors' wealth management fees range from 0.50% to 1.25% annually, depending on the complexity of services, assets managed, reporting requirements, and the overall relationship. Fees are paid quarterly in advance, based on the market value of the account at the end of the prior quarter. The total blended fee, including SFA's fee and any independent manager's fee, will not exceed 1.50% annually.