Ben Salm
Advisor at Blue River South, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Based on Blue River South, LLC
Portfolio management
Miscellaneous consulting/research for other rias or investment organizations.
Miscellaneous consulting/research for other rias or investment organizations.
Expertise
Based on Blue River South, LLC
Passive / index investing
Active portfolio management
Wealth management
Real estate investing
Private / alternative investments
Fee options
$1,500 for creation of investment plan
$0 - $1,000,000: $2,000 per year (up to 1.0% of assets) $1,000,000+: $1,000 per year for each additional $1 million of assets, up to $10,000 maximum annual fee
$100 per hour for private clients; $200 per hour for professional investment organizations (negotiable)
Fee-only: Investment plan creation fee $1,500; ongoing advisory fees on retainer basis as per fee tiers; hourly fee $100 per hour for private clients, $200 per hour for other professional clients (negotiable)
Location
Sarasota, FL
Most active in
Ben S has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts
Work history
Blue River South, LLC
2025 - Present (1 year)
Blue River, LLC
2010 - 2025 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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