Michael Hall is a CFP-designated registered investment advisor at Saltmarsh Financial Advisors, LLC, based in Pensacola, FL, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 224 clients with $360M 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 $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $2.0M | 1.00% |
| $2M+ | 0.95% |
Fees are negotiable based on the size, complexity, and nature of the portfolio managed. The firm requires a $500,000 minimum initial investment, so the first tier extends down to $0 for accounts where the minimum is waived.
Fee Estimator
Location
900 N 12th Avenue, Pensacola, FL, 32501-3305
Get directionsHistory
Regulatory History
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
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Warren Averett Asset Management, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 states
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
More Advisors
- Mark Hemby, CFASaltmarsh Financial Advisors, LLC
- Sarah Horne, CFPSaltmarsh Financial Advisors, LLC
- Jacey Cosentino, CFPEdward Jones
- Zachary Brooks, CFPLPL Financial LLC
- Ryan Patton, CFA, CFPStifel, Nicolaus & Company, Incorporated
- Steven Junge, ChFCEquitable Advisors, LLC