Karen
Salvatore
Captrust
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About this Advisor
Karen Salvatore is a certified financial planner and chartered financial analyst who works out of Lone Tree, Colorado with 3 years of industry experience. Salvatore currently works for Captrust. Over the course of their career, Salvatore has held roles at Shine Investment Advisory Services, Inc and Capfinancial Partners, LLC. (Captrust). Salvatore is approved to advise clients in Colorado. Captrust is a company that has its headquarters in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 financial advisors. It oversees $715 billion in total assets between its 76,254 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 136 charitable organizations. Of its 76,254 customer accounts, 33% are associated with high-net-worth investors who have at least $1 million in investable assets. Captrust offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial management typically depend on the type of financial services provided. However, fees charged by Captrust likely are comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Karen Salvatore Work History
Karen has been registered as a financial advisor for 3 years.*
Capfinancial Partners, LLC. (Captrust)
Shine Investment Advisory Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karen Salvatore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Leesburg, VA
Raleigh, NC
Raleigh, NC
Clarkston, MI
Bethlehem, PA
Brentwood, TN
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
