MH
CFA
MH
CFA

Mark Hemby

5 Years of Experience
Pensacola, FL

Mark Hemby is a CFA-designated registered investment advisor at Saltmarsh Financial Advisors, LLC, based in Pensacola, FL, with 5 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 234 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
234 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$318.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.50%
$750K - $1.0M1.25%
$1.0M - $1.5M1.10%
$1.5M - $2.0M1.00%
$2M+0.95%

Fees may be negotiable on a client-to-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 N 12th Avenue, Pensacola, FL, 32501-3305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Saltmarsh Financial Advisors, LLC
January 2021 - Present · 5 yrs 3 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.