Firm Information
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
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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