Salehi Wealth Management offers investment management and financial planning services to individuals and high-net-worth individuals. As a fee-only firm, Salehi Wealth Management is only compensated by its clients. Financial planning is offered in conjunction with wealth management services, but clients can opt out of it. Salehi Wealth Management may recommend third-party professionals, but does not receive compensation from them.
Assets Under Management$15M
Clients51
Advisors1
Avg. per Client$300K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
The annual advisory fee is paid monthly in advance based on the value of the Client's account(s) as of the last day of the billing period. The advisory fee is a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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