Salvatore Valente
Salvatore Valente is a registered investment advisor at The Valente Group LLC, based in Herkimer, NY, with 4 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 42 clients with $13M 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 $250K | 1.50% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fee is negotiable based upon the size of the account or the number of accounts managed. The same fee structure applies when The Valente Group recommends independent managers.
Fee Estimator
Location
Herkimer, NY
Get directionsHistory
Regulatory History (1)
Criminal
December 1993Other Business ActivitiesSells Insurance
Salvatore is an insurance agent selling life and health insurance, dedicating about 10-20% of his time to this activity. He is also the Chief Marketing Officer for Heidelberg Group, Inc., spending about half his time negotiating contracts with trade partners.
Employment History
Current Registrations
The Valente Group LLC
State Registrations1 state
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.