Salt Light Investing for the Good provides ongoing portfolio management and financial planning services for individuals, families, trusts, and small businesses. The firm specializes in faith-based, values-driven investing, offering model portfolios that apply biblical screens to exclude certain companies and industries. In addition to managing investments, Salt Light Investing for the Good offers comprehensive and project-based financial planning covering retirement, cash flow, tax concepts, and estate planning. The firm acts in your best interest as a registered investment advisor and tailors its strategies to each client's individual goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.10% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.40% |
| $300K - $5.0M | 0.80% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.55% |
Fees are negotiable. There is a household minimum annual fee of $3,000.