Salvatore Paternico
Salvatore Paternico is a CFP, ChFC-designated registered investment advisor at W & S Management Services, INC., based in Rochester, NY, with 11 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 426 clients with $130M 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 | 0.75% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. W&S Management Services, Inc uses performance-based fees for a single household accounting for less than 1% of its assets under management. This is a legacy account opened in 2003, and at the current time W&S is not accepting any new accounts with performance-based fees, nor do we intend to do so in the future.
Fee Estimator
Location
470 Long Pond Road Suite 200, Rochester, NY, 14612
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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 →Employment History
Current Registrations
W & S Management Services, INC.
Previous Registrations
Esl Investment Services, LLCBroker
LPL Financial LLCBroker
Fidelity Brokerage Services LLCBroker
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.