Edward Salvatore Registrato
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are calculated as a percentage of assets under management. Accounts are charged in advance or arrears for a three-month period based on account balances. The annual advisory fee will not exceed 2.5% of the managed account value, and the negotiated rate is identified in the investment advisory agreement. The annual percentage rate is negotiable based on several factors, including the services offered, the complexity of the services, the total amount of assets involved in the household, and the relationship with the advisor. Clients may also be charged a commission and/or service fee for trades executed in their account, which is also negotiable.
Areas of Practice
Advisor Information
Office location
50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440
Get directionsRegulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Edward is a referral agent for Coldwell Banker, an insurance agent for AMNET SEC Company, and involved in trust coordination and administration for AMNET FSC. These activities take minimal time, with trust coordination taking about 10-20% of his time.