Leslie Modica is a CFP-designated registered investment advisor at Saltbox Financial LLC, based in Newmarket, NH, with 4 years of industry experience. Leslie 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
Contact
Leslie Modica
Location
Newmarket, NH
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 →Other Business Activities
Leslie works as a server at Festina Lente restaurant since 2021. This non-investment related activity takes about 20% of her time.
Employment History
Current Registrations
Saltbox Financial LLC
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.