Salvatore Dangelo is a registered investment advisor at Fourth Dimension Wealth, LLC, based in Mentor, OH, with 28 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 591 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FDW provides ongoing investment management services based on your individual needs. Your portfolio may include stocks, bonds, ETFs, mutual funds, and cash. Accounts can be managed with or without FDW getting your approval before each trade. The maximum annual advisory fee is 2.5% of the managed account value. You will also pay transaction charges to the broker/dealer, not to FDW.
Location
8500 Station Street, Suite 235, Mentor, OH, 44060
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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 is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2020, dedicating a few hours per week. He is also the owner of Lakepointe Advisors, LLC, a financial services business, taking nearly full-time.
Employment History
Current Registrations
Fourth Dimension Wealth, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
LPL Financial LLC
Key Investment Services LLC
Key Investment Services LLCBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.