Kyle Salvitti is a registered investment advisor at Lincoln Investment, based in Denver, CO, with 7 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
Denver, CO
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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.
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Kyle works as an analyst at Encompass Wealth & Legacy Planning, providing portfolio and investment analysis and recommendations. This takes about half of Kyle's time.
Employment History
Current Registrations
Lincoln InvestmentBroker
Lincoln Investment
Lincoln Investment
Previous Registrations
Sparks Capital Management
Lincoln Investment
Lincoln InvestmentBroker
State Registrations26 states
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