John Salvino is a CFP-designated registered investment advisor at Performance Wealth, based in Hinsdale, IL, with 23 years of industry experience. John 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
36 E. Hinsdale Ave, Hinsdale, IL, 60521
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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
John is a licensed insurance agent since 2005, though he currently dedicates no time to insurance sales. He also serves as a board member for Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni, each requiring minimal time, and is a passive investor with Irish Angels.
Employment History
Current Registrations
Performance Wealth
Previous Registrations
William Blair & Company L.L.C.
William BlairBroker
State Registrations4 states
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