Thomas Salvino is a CFP-designated registered investment advisor at Performance Wealth, based in Naples, FL, with 32 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 953 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Performance Wealth charges a percentage of your portfolio each year for wealth management services. The fees range from 0.75% to 2.00% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance. The firm may negotiate fees for certain accounts or holdings.
Location
4851 Tamiami Trail North, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a manager at Five Goals, LLC, a real estate consulting firm for a family trust, and a member/volunteer at Lions Club. He also is a passive investor in Anovian, a company that makes material for electric batteries; each of these activities requires minimal time.
Employment History
Current Registrations
Performance Wealth
Previous Registrations
William Blair & Company L.L.C.
William BlairBroker
State Registrations4 states
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