John Salvaggio
John Salvaggio is a registered investment advisor at Osaic Institutions, INC., based in Boston, MA, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
Boston, MA
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Regulatory History (1)
Customer Dispute
October 2008Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Marblehead Capital, LLC
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
First Dunbar Securities CorporationBroker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Linsco/private Ledger CORP.Broker
Investacorp, INC.Broker
Mutual Benefit Financial Service CompanyBroker
Winthrop Securities CO., INC.Broker
Dean Witter Reynolds INC.Broker
Ur Financial, INC., a California CorporationBroker
State Registrations1 state
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.