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Peter Salvator

Feg
30 Years of Experience
Cincinnati, OH
View SEC Summary
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Peter Salvator is a registered investment advisor at Feg, based in Cincinnati, OH, with 30 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 214 clients with $24B in assets under management.

Feg
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
214 clients
Average Client Portfolio
$111.5M average
Assets Under Management
$23.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Fees range from 0.01% to 1.15% depending on the service line and asset value, and are subject to minimum fees and negotiation. For managed portfolios with an independent intermediary, the fee is 0.30%. For managed portfolios with the firm as advisor, fees range from 0.55% to 1.15%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

201 East Fifth Street, Suite 1600, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Peter works full-time as VP-Business Development at FEG Investors, LLC since 2014.

Employment History
Current Registrations
Feg
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Foreside Fund Services, LLCBroker
June 2016 - October 2019 · 3 yrs 4 mos
Nationwide Investment Advisors, LLC
December 2006 - August 2014 · 7 yrs 8 mos
Nationwide Investment Services Corporation
October 2005 - December 2006 · 1 yr 2 mos
Nationwide Investment Services CorporationBroker
February 2002 - July 2014 · 12 yrs 5 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 1999 - February 2002 · 2 yrs 7 mos
Park Avenue Securities LLCBroker
May 1999 - June 1999 · 1 mo
Guardian Investor Services CorporationBroker
December 1998 - May 1999 · 5 mos
Nationwide Advisory Services, INC.Broker
June 1992 - December 1994 · 2 yrs 6 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.
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