Salvatore Geraci
Salvatore Geraci is a CFP-designated registered investment advisor at Hhm Wealth Advisors, LLC, based in Chattanooga, TN, with 21 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,177 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Clients are subject to a $2,500 per year minimum. Management Fees are negotiable depending on both the nature and complexity of client circumstances.
Fee Estimator
Location
1181 King Street, Chattanooga, TN, 37403
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Employment History
Current Registrations
Hhm Wealth Advisors, LLC
Previous Registrations
Hhm Wealth Advisors, LLC
Evergreen Management INC
M Holdings Securities, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.