Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
52 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$84.9M
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Contact
Vera Kelsey-Watts
Location
110 Haverhill Rd., Suite 307, Amesbury, MA, 01913
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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.
Learn about disclosures →Employment History
Current Registrations
Saltbox Financial LLC
February 2014 - Present · 12 yrs
State Registrations5 states
IDMANCNHTX
Advisor
Exams
No exam information available for this advisor.
Contact
Vera Kelsey-Watts