Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
234 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$318.4M
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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Location
900 N 12th Avenue, Pensacola, FL, 32501
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Saltmarsh Financial Advisors, LLC
August 2024 - Present · 1 yr 7 mos
Previous Registrations
TD Ameritrade, INC.Broker
September 2022 - May 2024 · 1 yr 8 mos
TD Ameritrade, INC.
September 2022 - October 2022 · 1 mo
Charles Schwab & CO., INC.
September 2019 - July 2024 · 4 yrs 10 mos
Schwab Private Client Investment Advisory, INC.
April 2015 - August 2019 · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
February 2015 - July 2024 · 9 yrs 5 mos
Charles Schwab & CO., INC.
January 2015 - April 2015 · 3 mos
Warren Averett Asset Management, LLC
April 2012 - January 2015 · 2 yrs 9 mos
Eagle Strategies LLC
June 2011 - April 2012 · 10 mos
Nylife Securities LLCBroker
June 2011 - April 2012 · 10 mos
Charles Schwab & CO., INC.
July 2006 - April 2011 · 4 yrs 9 mos
Charles Schwab & CO., INC.Broker
July 2006 - April 2011 · 4 yrs 9 mos
Ameriprise Financial Services, INC.
January 2004 - February 2006 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
January 2004 - February 2006 · 2 yrs 1 mo
Ids Life Insurance CompanyBroker
January 2004 - February 2006 · 2 yrs 1 mo
Morgan Stanley
August 2002 - June 2003 · 10 mos
Morgan Stanley Dw INC.Broker
August 2002 - June 2003 · 10 mos
State Registrations3 states
ALFLTX
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.