TS
CFP
TS
CFP

Thomas Salvatierra

14 Years of Experience
El Segundo, CA

Thomas Salvatierra is a CFP-designated registered investment advisor at Fisher Investments, based in El Segundo, CA, with 14 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2984 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.85%
$25.0M - $50.0M0.80%
$50M+0.80%

Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

El Segundo, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fisher Investments
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Empower Advisory Group, LLC
April 2023 - September 2023 · 5 mos
Personal Capital Advisors Corporation
October 2012 - April 2023 · 10 yrs 6 mos
Fisher Investments
April 2011 - January 2012 · 9 mos
State Registrations2 states
CATX
Advisor

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Exams
No exam information available for this advisor.
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