The Salvetti Group manages assets for various clients, tailoring investment strategies to their specific needs and risk tolerance. As a fiduciary, they are legally required to act in the client's best interest. The firm sponsors a wrap fee program where clients pay a single fee for investment advisory services and associated custodial transaction costs. The firm has discretionary authority to manage client accounts, allowing them to make trades without prior approval.
Fee Structure
The Salvetti Group offers a wrap fee program where you pay a single annual fee that covers investment advice and transaction costs. The maximum annual fee is 2.00% of the value of your portfolio. The exact fee will be outlined in your advisory agreement. The fee is calculated monthly based on the average daily balance of your account and is deducted directly from your account. Fees are negotiable.