Salvatore Geraci
Salvatore Geraci is a CFP-designated registered investment advisor at Hhm Wealth Advisors, LLC, based in Chattanooga, TN, with 22 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,238 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Subject to a $3,000 annual minimum fee. An account fee of $12.50 per quarter per account applies. Fees are negotiable based on the nature and complexity of client circumstances.
Fee Estimator
Location
1181 King Street, Chattanooga, TN, 37403
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Employment History
Current Registrations
Hhm Wealth Advisors, LLC
Previous Registrations
Hhm Wealth Advisors, LLC
Evergreen Management INC
M Holdings Securities, INC.
State Registrations1 state
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
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