Monica Salazar
Advisor at NRG Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at NRG Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oro Valley, AZ 85737
Credentials
Series 65
Industry experience
7 years
Monica Salazar is a financial advisor at NRG Wealth Management with seven years of industry experience. She holds a Series 65 designation and has worked at JP Davis, Inc. dba NRG Wealth Management since 2015, including a two-year tenure at LPL Financial, LLC. NRG Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and modular financial guidance through a structured Blueprint process. The firm employs modern portfolio theory, quantitative analysis, and a core-and-satellite approach to build customized Investment Policy Statements that address clients’ goals, risk tolerance, and unique circumstances.
Minimum fixed fee for financial guidance is $2,500.
<$30,000 - $29,999: $360 minimum fee $30,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - And Up: Negotiable
Hourly fee for financial guidance at $450 per hour.
Account minimum: No minimum account size required, but each service has a minimum fee which may be waived at NRG's discretion Minimum fee: Minimum fees apply for each service; e.g., $360 minimum for portfolio management under $30,000 assets. Fee-only: Financial guidance fees can be hourly ($450/hour), fixed fee (minimum $2,500), or percentage of assets under advisement with tiers starting at $10,000 minimum fee for < $3,500,000 AUA, 0.30% for $3,500,000–$5,000,000, 0.20% for $5,000,001–$10,000,000, and negotiable above $10,000,001.
12115 North Oracle Road, Suite 151
Oro Valley, AZ 85737
Arizona
JP Davis, Inc. dba NRG Wealth Management
2015 - Present (11 years)
LPL Financial, llc
2015 - 2017 (2 years)
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