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Salvus Wealth Management, LLC
SEC-regulated
Registered investment advisor
Salvus Wealth Management, LLC is a registered investment adviser established in 2014, offering investment advisory services, financial planning, and retirement plan consulting. The firm provides discretionary and non-discretionary investment advisory services based on a percentage of assets under management. Clients can engage Salvus for financial planning and consulting services on a stand-alone fee basis, typically ranging from $200 to $400 per hour. Salvus tailors investment strategies to individual client needs, including growth, income, and capital preservation strategies.
Salvus primarily allocates client assets among individual equities, debt, mutual funds, and ETFs on a discretionary basis. The firm may recommend allocations to private investment funds on a non-discretionary basis. Clients are encouraged to review financial planning issues annually, and account reviews are conducted periodically or upon triggering events. Salvus does not participate in wrap fee programs and does not accept performance-based fees.
The firm recommends maintaining accounts at Fidelity for execution and custodial services, receiving certain institutional brokerage services and support from Fidelity. Salvus does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. The firm has not been subject to disciplinary actions or bankruptcy petitions. Clients are advised to contact the Chief Compliance Officer for any inquiries regarding the firm's services or conflicts of interest.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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