Salvador Diaz
Salvador Diaz is a registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 19 years of industry experience. Salvador operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Shorewood, IL
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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
Salvador is a member of Letip of Las Vegas Desert Springs and owns Salvador Diaz III, LLC for tax/investment purposes. He also dedicates full-time hours to Strategic Retirement Partners and Global Retirement Partners LLC as an Investment Advisor Representative (IAR).
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLC
Invest Financial CorporationBroker
Invest Financial Corporation
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, INC.Broker
Waddell & Reed, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations8 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.