Advisor at Saltmarsh Financial Advisors, LLC
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Firm
Saltmarsh Financial Advisors, LLC
Location
Pensacola, FL 32501-3305
Credentials
Series 65
Industry experience
5 years
Pierce Broscious is a financial advisor at Saltmarsh Financial Advisors, LLC in Pensacola, FL, holding a Series 65 credential with five years of industry experience. He has been with Saltmarsh Financial Advisors since 2019 and previously worked at Saltmarsh, Cleaveland & Gund and Paytech Commercial. Broscious attended the University of Georgia from 2014 to 2018. Saltmarsh Financial Advisors provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory with a multi-year time horizon and utilizes both passive and active investment vehicles across diversified asset classes.
Comprehensive financial planning fees typically start at $5,000 fixed fee, disclosed upfront in agreement
$500,000 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.10% $1,500,001 - $2,000,000: 1.00% $2,000,001+: 0.95%
Up to $450 per hour for financial planning and consultations; clerical fees not to exceed $250 per hour
Account minimum: $500,000 Fee-only: Financial planning fees based on hourly rate not to exceed $450 per hour; comprehensive financial plans typically start at $5,000 fixed fee; hourly consultations up to $450 per hour
900 N 12 Th Avenue
Pensacola, FL 32501-3305
Florida
Saltmarsh Financial Advisors, LLC
2019 - Present (7 years)
Saltmarsh, Cleaveland & Gund
2018 - 2019 (1 year)
Paytech Commercial
2018 - 2018 (1 year)
University of Georgia
2014 - 2018 (4 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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