Saltbox Financial LLC
Assets Under Management
$84.9M
Number of Clients
52
Number of Advisors
6
Average Client AUM
$1.6M
AUM per Advisor
$14.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Saltbox Financial LLC provides financial planning and investment advisory services to individuals and families. Services include comprehensive wealth management and financial planning, covering retirement, cash flow, college planning, investments, insurance, estate planning, charitable giving, and taxes.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingTax Planning
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Location
110 Haverhill Rd., Suite 307, Amesbury, MA, 01913
