Dalal Salomon is a registered investment advisor at Salomon and Ludwin, based in Richmond, VA, with 43 years of industry experience. Dalal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 459 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.30% |
| $15.0M - $17.5M | 0.30% |
| $17.5M - $20.0M | 0.30% |
| $20.0M - $22.5M | 0.25% |
| $22.5M - $25.0M | 0.25% |
| $25.0M - $27.5M | 0.25% |
| $27.5M - $30.0M | 0.15% |
| $30.0M - $32.5M | 0.15% |
| $32.5M - $35.0M | 0.10% |
| $35.0M - $37.5M | 0.10% |
| $37.5M+ | 0.05% |
Clients with assets below $2 million are subject to household minimum fees of $7,500 a year or as high as 1.75% annually, whichever is greater. Fees may be adjusted at Salomon and Ludwin's discretion.
Fee Estimator
Location
1401 Gaskins Road, Richmond, VA, 23238
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Dalal co-owns D2 Independence LLC, leasing a building to a financial office, and serves as co-trustee for Salomon & Ludwin, LLC 401k. She also serves on the MSU Wealth Management Committee for Michigan State University's College of Business, dedicating minimal time to each activity.
Employment History
Current Registrations
Salomon and Ludwin
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Capital Markets CORP.Broker
Home Life Equity Sales CORP.Broker
State Registrations2 states
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