Grace Lynn Salvino
Advisor at Performance Wealth — Hinsdale, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Hinsdale, IL 60521
Performance Wealth
Multi-team
Grace Salvino is a financial advisor at Performance Wealth with one year of industry experience. She holds a Series 65 designation and has prior experience at William Blair & Co., L.L.C., as well as academic roles at The University of Chicago Booth School of Business and The University of Michigan. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $4 billion in client assets. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations with low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.
Based on Performance Wealth
Based on Performance Wealth
0.75% to 2.00% annually (wealth management fees vary based on factors including asset level, complexity, and relationship)
Performance-based compensation received as carried interest from pooled investment vehicles (Private Funds). No performance fees charged to advisory clients directly.
Account minimum: $500,000 Fee-only: Wealth management fees paid quarterly in advance, based on market value of assets under management at prior quarter end, ranging from 0.75% to 2.00% annually, negotiable.
Hinsdale, IL
36 E. Hinsdale Ave
Hinsdale IL 60521
Advisors at this office
8
Illinois · Texas
1 year of industry experience
Performance Wealth Partners, LLC
2021 - Present • 5 years
Hinsdale, IL
The University of Chicago - Booth School of Business
2020 - 2023 • 3 years
Chicago, IL
William Blair & Co., L.L.C
2017 - 2021 • 4 years
Chicago, IL
The University of Michigan
2016 - 2020 • 4 years
Ann Arbor, MI
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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