Salvatore Olimpio
Salvatore Olimpio is a registered investment advisor at Olimpio Neu & Associates, INC., based in Frisco, TX, with 27 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 73 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable in some instances.
Fee Estimator
Location
6160 Warren Parkway, Suite 100, Frisco, TX, 75034
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Salvatore provides non-investment related insurance and accounting services as a sole proprietor, dedicating minimal time annually. He also owns Olimpio Financial Group, a financial consulting firm, taking about half of his time, and is involved with OFG Capital, LLC and OFG Fiduciary Services, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Olimpio Neu & Associates, INC.
State Registrations2 states
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