AH

Allie Elizabeth Henke

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
52 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$84.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $5,000
Hourly Rate:$275 - $350/hr

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
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingTax Planning
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Advisor Information

Office location

Hudson, NH

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Saltbox Financial LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
RBC Capital Markets, LLC
October 2021 - February 2024 · 2 yrs 4 mos
RBC Capital Markets, LLC Broker
July 2021 - February 2024 · 2 yrs 7 mos
State Registrations3 states
MANHTX
Advisor
Exams
No exam information available for this advisor.