Steven Salerno is a registered investment advisor at Bentley Financial Group, based in Peoria, AZ, with 29 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 470 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bentley Financial Group charges an annual fee based on the value of your investments, ranging from 0.00% to 2.50%. This fee covers investment management services, including wrap program accounts. You'll be billed quarterly, in advance, based on the value of your account at the end of the previous quarter. If you end your agreement before the quarter is over, you'll receive a refund for the unused portion of the fee.
Location
Peoria, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven provides investment advisory services through Bentley Financial Group, an independent investment advisor firm, since 2017, dedicating about a quarter of his time. He also uses Bentley Financial Group as a DBA for his LPL business, spending about a quarter of his time on this as well.
Employment History
Current Registrations
Bentley Financial Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.