Vera Kelsey-Watts is a CFP-designated registered investment advisor at Saltbox Financial LLC, based in Portsmouth, NH, with 12 years of industry experience. Vera operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 50 clients with $100M 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $6.0M | 1.10% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Accounts under $1,000,000 typically pay a fixed annual minimum fee of $12,000. Fees are calculated and billed quarterly in arrears. Fees may be reduced or waived at the firm's discretion.
Fee Estimator
Contact
Vera Kelsey-Watts
Location
135 Mcdonough Street, Suite 335, Portsmouth, NH, 03801
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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
Saltbox Financial LLC
State Registrations5 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
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