Salvatore Mondello
Salvatore Mondello is a registered investment advisor at Esi Financial Advisors, based in New York, NY, with 35 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
675 Third Avenue, Suite 900, New York, NY, 10017
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Regulatory History (1)
Financial
October 2023Other Business ActivitiesSells Insurance
Salvatore is a sales agent for National Life Insurance Company and Wealthbridge Financial Group since April 2019, dedicating full-time hours to these roles. He works as a broker agent from a NLV agency, focusing on insurance sales.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Legend Advisory CORP
Legend Equities CorporationBroker
AXA Advisors, LLCBroker
Intercapital Emerging Markets, INC.Broker
Intercapital Securities, INC.Broker
Fundamental BrokersBroker
Fundamental Brokers INC.Broker
State Registrations8 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.