Katherine Saltonstall is a CFA-designated registered investment advisor at Sandy Cove Advisors, LLC, based in Hingham, MA, with 11 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 230 clients with $580M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships under $500,000 are charged 1.25%.
Fee Estimator
Location
37 Derby Street, Suite 5, Hingham, MA, 02043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sandy Cove Advisors, LLC
Previous Registrations
Brown Advisory
Sandy Cove Advisors
State Registrations3 states
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