Salinas Asset Management, located in Texas City, Texas, creates personalized investment strategies for clients based on their financial goals, risk tolerance, and time horizon. They manage accounts on a discretionary or non-discretionary basis, recommending various securities. The firm employs asset allocation theory, dollar cost averaging, and a barbell investment strategy. They do not participate in wrap fee programs.
Assets Under Management$400K
Clients7
Advisors1
Avg. per Client$57K
Avg. per Advisor$400K
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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