Saltbox Financial LLC

Overview

Saltbox Financial LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that primarily serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and manager-of-managers services (selection of other advisers). Saltbox positions itself as a capital allocator and charges fees using a mix of percentage-of-assets, hourly fees, and other arrangements. The firm’s snapshot flags it as not actively using ESG screens and lists it as a single-state adviser even though its footprint extends beyond one state.

Assets & Accounts

Investments & Alternatives