Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Saltbox Financial LLC offers financial planning services on an hourly basis ($350/hour for the Principal Advisor, $275/hour for an Associate Advisor) or a fixed fee basis ($500-$5,000). Comprehensive Wealth Management clients pay an annual fee based on a percentage of their assets under management. Tax preparation services are available for an additional fee, starting at $500. The firm requires a minimum of $500,000 in investable assets for comprehensive wealth management services.
Areas of Practice
Advisor Information
Office location
110 Haverhill Rd., Suite 307, Amesbury, MA, 01913
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Vera Kelsey-WattsRegulatory History
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.
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Current Registrations
Saltbox Financial LLC
State Registrations5 states
Exams