Saltbox Financial offers financial planning and investment management services to individuals and families. Saltbox Financial provides comprehensive wealth management for an annual fee based on a percentage of assets under management. Financial planning services are also offered separately for an hourly or fixed fee. Saltbox Financial does not sell investment products or insurance and does not accept commissions.
Assets Under Management$97M
Clients46
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$19M
www.linkedin.com/company/saltboxfinancial ·www.saltboxfinancial.co ·www.facebook.com/saltboxfinancial
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
