Black Salt Advisors offers discretionary and non-discretionary investment management alongside ongoing financial planning subscriptions. For investment management, Black Salt Advisors builds and maintains internal model portfolios tailored to each client's specific objectives, risk tolerance, and time horizon. The firm also offers hourly or monthly subscription-based financial planning focused on cash-flow review, budgeting support, debt planning, savings goals, and monitoring progress. Black Salt Advisors does not impose a standard minimum account size at launch.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25,000,000 are negotiable. The applicable annual rate applies to the entire value of the relationship.