Eric Salvio is a registered investment advisor at Spc, based in Costa Mesa, CA, with 31 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
P.O Box 12318, Costa Mesa, CA, 92627
Get directionsHistory
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
Eric is an independent insurance agent for life, health, and annuities. He also prepares individual and corporate tax returns for EBS Tax Services, dedicating about 10% of his time year-round and about a third of his time during tax season. Eric also co-owns and manages a residential rental property, dedicating minimal time.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Spc
New England SecuritiesBroker
State Registrations8 states
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