Saliba Asset Management L.L.C. fees and pricing
Financial planner in Huntsville, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Saliba Asset Management L.L.C. charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Fees for financial planning and financial consulting will be based on the firm's hourly charge which is currently $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Saliba Asset Management L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable, and the agreed upon fee will be stated in the client's Investment Management Agreement.”
- “The minimum fee is negotiable and can be waived.”
- “Fees for investment supervisory (management) services charged by SAM accrue quarterly and are paid in arrears.”
How Saliba Asset Management L.L.C.’s fees compare
- Its hourly rate of $400 is above the Alabama median of $250. 95% of the 41 other Alabama planners that publish an hourly rate charge less.
- 7 of the 8 other planners in Huntsville that publish an hourly rate charge less.
About Saliba Asset Management L.L.C.
“Investment Advice, Consultations, and Financial Planning We may provide investment advice to clients on a consultation basis, wherein the client seeks advice regarding a specific set of circumstances.”
- Firm size: 2 employees.
- Registered as an adviser: 1996 (30 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 51
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $53,535,229
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 123646
- Phone
- (256) 539-3965
Other planners in Huntsville that publish fees
- Brighthaven Financial AdvisorsHuntsville$250/hr, $500-$800
- Capital Stewards, LLCHuntsville$1,500
- Cloud Investments, LLCHuntsville$200-$2,000
- Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500-$5,000
- Infinity Tax & Financial PlanningHuntsville$150-$500/hr, $250-$5,000
- Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.