Saltbox Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$84,931,055
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
51
67% high-net worth
Total advisors
3
of 8 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
17
Average account size
$1,665,315
Client services
Financial planning
Portfolio management
Selection of other advisers
Tax preparation services
Fee options
Fixed fee financial planning projects typically range between $500-$5,000.
$500,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Principal Advisor: $350 per hour; Associate Advisor: $275 per hour.
Account minimum: $500,000 Fee-only: Hourly fees: Principal Advisor $350/hour, Associate Advisor $275/hour; Fixed fees typically $500-$5,000 for financial planning projects.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Saltbox Financial LLC
110 Haverhill Rd., Suite 307
Amesbury MA 01913, United States
Number of offices
2
Forms ADV
Quick links
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