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Peter Salvator

29 Years of Experience
Cincinnati, OH

Peter Salvator is a registered investment advisor at Feg, based in Cincinnati, OH, with 29 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 188 clients with $21B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
188 clients
Average Client Portfolio
$109.4M average
Assets Under Management
$20.6B

Fee Structure

Investment management only (planning not offered)

FEG Investment Advisors offers investment management through its Outsourced Chief Investment Officer (OCIO) and Managed Portfolios services.

For Managed Portfolios clients using an independent financial intermediary, the management fee is 0.30% of the value of the investments. Clients using FEG as their advisor pay fees ranging from 1.15% to 0.55% of the value of the investments, including platform fees.

Fees for OCIO services range from 0.40% to 0.01% of the value of the investment assets and are subject to a minimum fee. Certain clients may engage in a flat fee arrangement.

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Location

201 East Fifth Street, Suite 1600, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter works full-time as VP-Business Development at FEG Investors, LLC since 2014.

Employment History
Current Registrations
Feg
July 2014 - Present · 11 yrs 9 mos
Previous Registrations
Foreside Fund Services, LLCBroker
June 2016 - October 2019 · 3 yrs 4 mos
Nationwide Investment Advisors, LLC
December 2006 - August 2014 · 7 yrs 8 mos
Nationwide Investment Services Corporation
October 2005 - December 2006 · 1 yr 2 mos
Nationwide Investment Services CorporationBroker
February 2002 - July 2014 · 12 yrs 5 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 1999 - February 2002 · 2 yrs 7 mos
Park Avenue Securities LLCBroker
May 1999 - June 1999 · 1 mo
Guardian Investor Services CorporationBroker
December 1998 - May 1999 · 5 mos
Nationwide Advisory Services, INC.Broker
June 1992 - December 1994 · 2 yrs 6 mos
State Registrations1 state
OH
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.
Peter Salvator - Financial Advisor | TrueAdvisor