Mark Salerno
Mark Salerno is a CFP-designated registered investment advisor at Wealthedge Investment Advisors LLC, based in New York, NY, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 363 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthEdge charges an annual fee based on a percentage of the value of your portfolio. The fees generally range from 0.2% for fixed income portfolios up to 2.5% for individual and model portfolio management services. A minimum of $50,000 of assets under management is required for this service. WealthEdge's advisory fees are negotiable. WealthEdge's advisory fees for third party managers are not negotiable.
Location
99 Park Ave., Suite 1920, New York, NY, 10016
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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 ActivitiesSells Insurance
Mark is an investment advisor at Wealthedge Investment Advisors, LLC, dedicating the majority of his time to this activity. He is also an independent insurance broker since 1989, spending about a quarter of his time on this.
Employment History
Current Registrations
Wealthedge Investment Advisors LLC
Previous Registrations
First Liberties FinancialBroker
Genesis Financial Advisory Services, LLC.
United Planners' Financial Services of America a Limited PartnerBroker
Royal Alliance Associates, INC.Broker
MML Investors Services, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Bear, Stearns & CO. INC.Broker
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.