Saltmarsh Financial Advisors, L.L.C.
Assets Under Management
$318.4M
Number of Clients
234
Number of Advisors
6
Avg. Portfolio per Client
$1.4M
Avg. Managed per Advisor
$53.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Saltmarsh Financial Advisors is a registered investment advisor providing investment management and financial planning services. Saltmarsh works with individuals, families, fiduciaries, pension plans, corporations, and small businesses. Saltmarsh develops personalized investment strategies based on a review of the client’s goals, assets, time horizons, and risk tolerance. If a client has difficulty defining their investment parameters, Saltmarsh may suggest a comprehensive financial plan before proceeding with investment management services.
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 may be negotiable on a client-to-client basis.
Fee Estimator
Areas of Practice
Location
900 N 12th Avenue, Pensacola, FL, 32501