Saltmarsh Financial Advisors is a registered investment advisor providing investment management and financial planning services. Saltmarsh works with individuals, families, fiduciaries, pension plans, corporations, and small businesses. Saltmarsh develops personalized investment strategies based on a review of the client’s goals, assets, time horizons, and risk tolerance. If a client has difficulty defining their investment parameters, Saltmarsh may suggest a comprehensive financial plan before proceeding with investment management services.
Assets Under Management$320M
Clients234
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $2.0M | 1.00% |
| $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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