Terence Triantafillidis
Terence Triantafillidis is a registered investment advisor at The Salvetti Group, based in Sacramento, CA, with 2 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 590 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Salvetti Group offers a wrap fee program where you pay a single annual fee that covers investment advice and transaction costs. The maximum annual fee is 2.00% of the value of your portfolio. The exact fee will be outlined in your advisory agreement. The fee is calculated monthly based on the average daily balance of your account and is deducted directly from your account. Fees are negotiable.
Location
3455 American River Dr., Suite A, Sacramento, CA, 95864
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Regulatory History (1)
Employment Separation After Allegations
September 2024Employment History
Current Registrations
The Salvetti Group
Previous Registrations
Fidelity Personal and Workplace Advisors
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.