Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SALLC offers consulting services with fees up to $500 per hour or fixed fees ranging from $500 to $5,000 per plan. They also offer TPIA programs where fees are determined by the TPIA. For Assets Under Management, the maximum annual fee is 3% and is negotiable. The minimum initial investment in the Assets under Management Programs is $25,000.00.
Areas of Practice
Advisor Information
Office location
14804 Resolves Lane, Charlotte, NC, 28277
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an agent with Family First Life since 2019, dedicating about 10-20% of his time. He is also a co-owner of SCT Enterprises LLC, a lawn care and landscaping business, taking about half his time, and the president of Tornatores Inc, a catering business, taking about a quarter of his time.