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.
Credentials
None foundExperience Industry experience
< 1 year
Location
Remote
SSA Wealth Advisors
Team
Total advisors
3Clients per advisor
29 Very LowAvg AUM per client
$3,951,557 Very HighHNW client ratio
37% TypicalJaime Malda Salinas is a financial advisor at SSA Wealth Advisors with five years of industry experience. Prior to joining SSA Wealth Advisors in 2021, he worked at Santander Wealth Management International for two years and at Santander International for nine years. SSA Swiss Advisors AG provides discretionary and non-discretionary investment management and multi-family office services to high-net-worth individuals, trusts, family offices, and corporate clients, serving both U.S. and non-U.S. clients. The firm employs a global investment process that combines macroeconomic scenario analysis with value-driven security selection and tailored asset allocation.
Based on SSA Wealth Advisors
Based on SSA Wealth Advisors
Fixed fee for certain clients based on amount and complexity of services, calculated and paid quarterly (specific amounts not stated)
$0 - $5,000,000: 1.2% up to 1.50% $5,000,000 - $15,000,000: 0.90% up to 1.15% $15,000,000 - $25,000,000: 0.70% up to 0.85% Above $25,000,000+: 0.60% up to 0.75%
Performance fees charged only to existing qualified clients; not offered to new U.S. clients
Account minimum: $3,000,000 Minimum fee: CHF 225 per quarter
Texas
< 1 year of industry experience
SSA Wealth Advisors
2021 - Present • 5 years
Geneva
Santander Wealth Mgmnt Intnl
2019 - 2021 • 2 years
Geneva
Santander International
2010 - 2019 • 9 years
Miami, FL
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Is active or affiliated with:
Bank
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Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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