Salomon and Ludwin specializes in managing financial assets for individuals, families, estates, trusts, and group retirement plans. They focus on selecting and monitoring non-proprietary investments within actively managed accounts. The firm employs a flexible investment strategy, generally using exchange-traded funds, mutual funds, equities, bonds, and other securities. Financial planning services, including tax and estate planning, are provided as part of the advisory fee.
Assets Under Management$1.3B
Clients459
Advisors5
Avg. per Client$2.9M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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