RBSalzman Wealth Management provides wealth and investment advisory services for individuals and institutions. The firm focuses on understanding client risk tolerance and developing effective investment strategies through wealth analysis and strategic planning. RBSalzman does not engage in tax, estate, retirement or financial planning on a fee-for services basis but does incorporate such issues into investment strategy. The majority of client accounts are managed on a discretionary basis.
Assets Under Management$36M
Clients29
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.26% |
| $5M+ | 0.00% |
RBSalzman reserves the right to negotiate all fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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