Salus Financial Advisors provides customized investment management and financial planning services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. Salus Financial Advisors constructs investment portfolios primarily using exchange-traded funds, individual stocks, and bonds, while also considering options and alternative investments when appropriate. The firm acts legally required to act in your best interest and works closely with clients on an ongoing basis to build strategies tailored to their specific financial goals, time horizons, and risk tolerance. In addition to continuous portfolio supervision, Salus Financial Advisors offers financial planning covering areas such as retirement planning, tax strategies, education savings, insurance analysis, and estate planning. Clients can also utilize third-party platforms for held-away accounts or engage independent managers for specialized investment management. Salus Financial Advisors generally does not enforce a strict minimum investment requirement for establishing a relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Wealth management fees range from 0.50% to 1.25% annually based on asset levels, complexity, reporting requirements, and overall relationship. Fees are negotiable at the discretion of the advisor.