Cassandra Mastromarino is a registered investment advisor at Saltbox Financial LLC, based in San Antonio, TX, with 7 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 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
Location
San Antonio, TX
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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
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 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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