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Christian Salomone

23 Years of Experience
Charleston, SC
Broker

Christian Salomone is a registered investment advisor at Ballast Rock Private Wealth, based in Charleston, SC, with 23 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 251 clients with $410M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
251 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$405.7M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable. Older clients may have a different fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

460 King Street, Suite 200, Charleston, SC, 29403

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History

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.

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Other Business Activities

Christian owns Triple Porch LLC, an expert witness consultation business, but it is currently dormant. He is also the CIO of Ballast Rock Private Wealth LLC and the President of the Yale Club of Charleston, dedicating minimal time each month to the alumni club.

Employment History
Current Registrations
Ballast Rock Private Wealth
March 2024 - Present · 2 yrs 2 mos
Ballast Rock Capital LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ballast Rock Private Wealth
January 2023 - March 2024 · 1 yr 2 mos
Independent Brokerage Solutions LLCBroker
December 2021 - November 2022 · 11 mos
Bofa Securities, INC.Broker
July 2019 - January 2020 · 6 mos
Goldman Sachs & CO. LLCBroker
July 2000 - July 2017 · 17 yrs
UBS Warburg LLCBroker
September 1998 - June 2000 · 1 yr 9 mos
State Registrations4 states
INMASCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.