Jay Salamone
Jay Salamone is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Winter Park, FL, with 25 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
900 North Orlando Ave, Winter Park, FL, 32789-2924
Get directionsHistory
Regulatory History (1)
Financial
June 2020Other Business Activities
Jay is a location pastor at Action Church, a non-denominational church, since 2015. This activity requires minimal time and is unpaid.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
G. A. Repple & Company
G. A. Repple & CompanyBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
UBS Painewebber INC.Broker
State Registrations15 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.