Ben Salm is a registered investment advisor at Blue River South, LLC, based in Sarasota, FL, with 14 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For clients who want ongoing advice, Blue River South offers portfolio advisory services for a fixed annual fee:
- $2,000 per year on the first $1 million of portfolio assets (but not to exceed 1.0% of assets)
- Plus $1,000 per year for each subsequent $1 million of assets, or portion thereof
- Up to a maximum annual fee of $10,000.
Fees are determined each year based on the client’s investable portfolio assets as of the prior December 31, or as of the time they enter into the advisory relationship.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blue River South, LLC
State Registrations2 states
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