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Caden Salvino

1 Year of Experience
North Wales, PA
1 Disclosure

Caden Salvino is a registered investment advisor at Salvino Capital Management, LLC, based in North Wales, PA, with 1 years of industry experience. Caden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable in the firm's discretion. The standard annual asset-based fee is up to 1.00% of assets under management.

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

North Wales, PA

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2025
Employment History
Current Registrations
Salvino Capital Management, LLC
June 2026 - Present · 4 mos
Previous Registrations
Charles Schwab & CO., INC.
December 2024 - April 2025 · 4 mos
Charles Schwab & CO., INC.Broker
December 2024 - April 2025 · 4 mos
MML Investors Services, LLC
July 2024 - October 2024 · 3 mos
MML Investors Services, LLCBroker
November 2023 - October 2024 · 11 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
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