Thomas
Salvino

Performance Wealth

CRD#2332046
Investment Advisor
in Naples, FL

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About this Advisor

Thomas Salvino is a financial advisor based in Naples, Florida, working with Performance Wealth. Thomas has previously held positions at Performance Wealth Partners, LLC and William Blair & Company L.L.C. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Illinois, and Texas. Currently, Thomas is part of Performance Wealth, which operates out of Naples, Florida. The firm has 3 offices and 13 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Performance Wealth includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

4851 Tamiami Trail North
Naples, FL 34103

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Performance Wealth Brokerage Details

Total Assets Under Management

$2,546,960,341

FL Average: $6,674,516,078
Total Number of Employees

13

FL Average: 44
Total Number of Accounts

1,995

FL Average: 2,564
Average Account Size

$1,276,672

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Thomas Salvino Work History

2021 - Present (3 years)

Performance Wealth Partners, LLC

1993 - 2021 (28 years)

William Blair & Company L.L.C

Disclosures

Please visit the SEC profile of Thomas Salvino 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 Performance Wealth

Ryan Gough
Hinsdale, IL
Anes Kadiric
Hinsdale, IL
Ivana Vukanic
Hinsdale, IL
Charles Lesser
Hinsdale, IL
John Salvino
Hinsdale, IL
Thomas Salvino
Naples, FL
Alfred Salvino
Marco Island, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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