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CFP
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CFP

George Salter

Blossom Wealth Management, LLC
24 Years of Experience
Alamo, CA
Sells Insurance
View SEC Summary
View SEC Summary

George Salter is a CFP-designated registered investment advisor at Blossom Wealth Management, LLC, based in Alamo, CA, with 24 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 258 clients with $370M in assets under management.

Blossom Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$368.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee of up to 1.75% for actively managed accounts. Family office services use a separate tiered schedule ranging from 0.60% to 1.00%.

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

Alamo, CA

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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 ActivitiesSells Insurance

George is an independent insurance agent selling term and life insurance products since 2007. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Blossom Wealth Management, LLC
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Instream Partners LLCBroker
November 2013 - September 2014 · 10 mos
Kw Securities CorporationBroker
November 2013 - September 2022 · 8 yrs 10 mos
Fallbrook Capital Securities CORP.Broker
June 2011 - October 2013 · 2 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2009 · 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2009 · 1 mo
Citigroup Global Markets INC.
August 2005 - June 2009 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2005 - June 2009 · 3 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2003 - August 2005 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2003 - August 2005 · 1 yr 11 mos
American Express Financial Advisors, INC.
June 2002 - September 2003 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
April 2002 - September 2003 · 1 yr 5 mos
American Express Financial Advisors INC.Broker
April 2002 - September 2003 · 1 yr 5 mos
State Registrations2 states
CATX
Advisor

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.
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