Saltbox Financial LLC
Assets Under Management
$84.9M
Number of Clients
52
Number of Advisors
6
Average Client AUM
$1.6M
AUM per Advisor
$14.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Saltbox Financial LLC offers financial planning and investment management services. Financial planning covers retirement, cash flow, college planning, investments, insurance, estate planning, charitable giving, and taxes. Investment management creates customized portfolios using mutual funds, ETFs, and individual bonds. They may recommend advisor-managed annuities or third-party investment managers.
Fee Structure
Comprehensive Wealth Management clients pay an annual fee based on a percentage of their assets under management (see table for rates). Financial planning services are also offered separately for an hourly rate of $350/hour for the Principal Advisor and $275/hour for the Associate Advisor, or a fixed fee typically ranging between $500-$5,000. Tax preparation services are available for an additional fee, beginning at $500.
Areas of Practice
Location
110 Haverhill Rd., Suite 307, Amesbury, MA, 01913
