Salvatore Marcello
Salvatore Marcello is a registered investment advisor at Pts Brokerage, LLC, based in Mount Laurel, NJ, with 16 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 460 clients with $110M 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable depending on the type of service chosen. For mutual fund portfolios and accounts managed by other advisors, the firm generally charges 1%, which may be negotiable depending on the size of the account.
Fee Estimator
Location
125 Gaither Drive, Suite C, Mount Laurel, NJ, 08054
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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
Salvatore is a partner at 1.3MP Group LLC, where he handles tax preparation and bookkeeping, dedicating about 10-20% of his time. He is also a self-employed insurance agent selling life and health insurance, spending about a quarter of his time on this. Additionally, Salvatore works as an Administration Analyst for the State of NJ, focusing on government accounting and budgeting for federal and state grants, which takes about a quarter of his time.
Employment History
Current Registrations
Pts Brokerage, LLC
Pts Brokerage, LLCBroker
State Registrations9 states
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