Firm
Salem Investment Counselors, Inc.
Winston-Salem, North Carolina
Fee-only
Salem Investment Counselors, Inc. at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 14 advisors are listed here; 5 of 14 hold the CFA.
- Its Form ADV reports 18 employees and 1,294 individual clients, 601 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 3,120 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Winston-Salem, North Carolina |
|---|---|
| [email protected] | |
| Phone | (336) 559-7910 |
Salem Investment Counselors, Inc. fees
Salem Investment Counselors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $4.2 billion |
| Individual clients | 693 |
| High-net-worth clients | 601 |
| Accounts managed | 3,120 |
| Employees | 18 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-14487) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 104855 |