John Salvino
Advisor at Performance Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Performance Wealth
Location
Marco Island, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
About
John Salvino is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Performance Wealth Partners, LLC since 2021. Prior to this, he spent 19 years at William Blair & Co., L.L.C. He is a board member of the Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni, in addition to being a passive investor with the Irish Angels group. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, individual securities, and alternative investments, focusing primarily on long-term strategies with periodic reviews and rebalancing.
Client services
Based on Performance Wealth
Financial planning
Portfolio management
Pension consulting
Expertise
Based on Performance Wealth
Wealth management
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
0.75% to 2.00% annually (wealth management fees vary based on factors including asset level, complexity, and relationship)
Performance-based compensation received as carried interest from pooled investment vehicles (Private Funds). No performance fees charged to advisory clients directly.
Account minimum: $500,000 Fee-only: Wealth management fees paid quarterly in advance, based on market value of assets under management at prior quarter end, ranging from 0.75% to 2.00% annually, negotiable.
Location
Marco Island, FL
Most active in
John S has reported serving >5 clients in these states in the last 12 months.
California · Florida · Illinois · Texas
Work history
Performance Wealth Partners, LLC
2021 - Present (5 years)
William Blair & Co., L.L.C.
2002 - 2021 (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Lynn O
Series 63, Series 65
Marco Island, FL
Lynn H. Orr Capital Management Group, Inc.
Steven H
Series 66
Marco Island, FL
Precision Financial Services
Philip S
Series 63, Series 65
Marco Island, FL
OneAscent Family Offices
Matthew D
Series 63, Series 66
Naples, FL
Integrity Alliance, LLC
Kent S
Series 63, Series 65
Marco Island, FL
Private Advisor Group, LLC
Christian C
Series 63, Series 65
Marco Island, FL
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