Salvatore Guccione
Salvatore Guccione is a registered investment advisor at Charles Schwab & CO., INC., based in Schaumburg, IL, with 22 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
1160 N Plaza Drive, Schaumburg, IL, 60173
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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 Activities
Salvatore is an author of historical fiction, screenplays, and websites since 2009. He dedicates a few hours per week to marketing, agent/publisher negotiations, and research and development.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations25 states
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