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Performance Wealth

Updated today

Client assets under management

$3,210,797,595

Clients

925

52% high-net-worth

Advisors

11

of 15 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

84

High

Average account size

$3,471,133

About

Performance Wealth serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm reports managing over $4 billion in client assets across a multi-advisor team and includes retirement-plan advisory (3(21)) services and a wrap-fee program as part of its service set.

The firm’s investment approach is primarily long-term and portfolio-focused, building diversified allocations using low-cost mutual funds and ETFs while also employing individual stocks, bonds, REITs, options, and alternative investments when appropriate; Performance Wealth uses both fundamental and technical analysis and conducts ongoing monitoring and periodic rebalancing. It also uses third‑party access platforms to manage held-away accounts and sponsors a wrap program that bundles transaction, custody, and administrative costs into its advisory relationship.

Notable departures from many peers include disclosures that Performance Wealth receives performance-based compensation via carried interest from private funds for which it serves as a special administrator, and the firm states it will forgo its wealth management fee for client assets invested in those private funds to address that conflict. The firm’s brochure also discloses the use of predecessor and hypothetical performance in its marketing materials and describes institutional relationships with custodians that provide software, trading, and operational benefits to the adviser.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Active portfolio management Options & derivatives strategies Real estate investing

Occupation focus

Executive Founder/Business Owner

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Fee options

Percentage

0.75% to 2.00% annually (wealth management fees vary based on factors including asset level, complexity, and relationship)

Performance-based

Performance-based compensation received as carried interest from pooled investment vehicles (Private Funds). No performance fees charged to advisory clients directly.

Other

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.

Main office location

Performance Wealth

36 E. Hinsdale Ave

Hinsdale IL 60521, United States

Number of offices

7

Most active in

Arizona · California · Florida · Georgia · Illinois · Indiana · Louisiana · Michigan · New Hampshire · New York · North Carolina · South Carolina · Tennessee · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John S

CFP®, Series 63, Series 65

Marco Island, FL

Performance Wealth

John Salvino is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Performance Wealth Partners, LLC since 2021. Prior to this, he spent 19 years at William Blair & Co., L.L.C. He is a board member of the Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni, in addition to being a passive investor with the Irish Angels group. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, individual securities, and alternative investments, focusing primarily on long-term strategies with periodic reviews and rebalancing.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Michael O

Series 65

Hinsdale, IL

Performance Wealth

Michael O'Brien is a financial advisor at Performance Wealth with a Series 65 credential and one year of industry experience. His prior work includes a role with the Chicago Bulls and a position at William Blair & Company. Performance Wealth Partners is an SEC-registered advisory firm that offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, along with individual securities and alternative investments, focusing on long-term investment strategies with periodic account reviews and rebalancing.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Thomas S

CFP®, Series 63, Series 65

Naples, FL

Performance Wealth

Thomas Salvino is a Certified Financial Planner® with 32 years of industry experience. He has worked at Performance Wealth Partners, LLC since 2021 and was previously with William Blair & Company L.L.C. for 28 years. Outside of his advisory role, he is a member and volunteer of the Lions Club and serves as manager of a family trust real-estate consulting business. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers customized portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment focus complemented by ongoing analysis and regular account reviews.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Wojciech W

Series 66

Hinsdale, IL

Performance Wealth

Wojciech Wojcik is a financial advisor at Performance Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Outside of finance, Wojciech serves as president of Soccer Sessions Inc., a soccer training organization. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals and institutions. The firm employs a predominantly long-term investment approach using customized portfolios of low-cost mutual funds, ETFs, and other securities, with regular client reviews and rebalancing.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Anes K

CFP®, Series 66

Hinsdale, IL

Performance Wealth

Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Charles L

CFP®, Series 65

Hinsdale, IL

Performance Wealth

Charles Lesser is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at Performance Wealth Partners, LLC since 2019 and previously held roles at Balasa Dinverno Foltz LLC and EFG Advisors. Lesser’s background also includes positions at Illinois State University and Otis Elevator Company. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, constructing customized portfolios primarily from low-cost mutual funds and ETFs with a predominantly long-term investment focus.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Ryan G

Series 66

Hinsdale, IL

Performance Wealth

Ryan Gough is a financial advisor with Performance Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Performance Wealth since 2021 and at William Blair since 2016. Outside of his advisory work, Gough serves as a volunteer firefighter with the Western Springs Fire Department. Performance Wealth Partners is an SEC-registered advisory firm offering wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a predominantly long-term investment approach using low-cost mutual funds and ETFs, complemented by fundamental and technical analysis, personal client contact, and periodic account reviews.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Ivana V

CFP®, Series 65

Hinsdale, IL

Performance Wealth

Ivana Vukanic is a CFP® and holds a Series 65 license, with four years of industry experience. She has worked at Performance Wealth Partners, LLC since 2021 and previously held roles at Northern Trust Corporation and the University of Illinois. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, utilizing customized portfolios primarily composed of low-cost mutual funds and ETFs with a predominantly long-term investment focus.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Joseph B

Series 63, Series 65

Naples, FL

Performance Wealth

Joseph Burrello is a financial advisor at Performance Wealth with Series 63 and Series 65 credentials. He has over 15 years of industry experience, having previously worked at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes customized portfolios primarily using low-cost mutual funds and ETFs with a long-term investment focus, supported by fundamental and technical analysis and regular account reviews.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Grace S

Series 65

Hinsdale, IL

Performance Wealth

Grace Salvino is a financial advisor at Performance Wealth with one year of industry experience. She holds a Series 65 designation and has previously worked at William Blair & Co., L.L.C. and The University of Chicago - Booth School of Business. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers customized portfolios primarily composed of low-cost mutual funds and ETFs, utilizing both fundamental and technical analysis with a predominantly long-term investment focus.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
user avatar

Sara S

Series 65

Hinsdale, IL

Performance Wealth

Sara Salvino is a financial advisor at Performance Wealth with a Series 65 designation and one year of industry experience. Her prior experience includes roles at UBS Financial Services and Performance Wealth Partners, as well as academic positions at Vanderbilt University and The University of Chicago. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers customized portfolios primarily using low-cost mutual funds and ETFs with a long-term investment focus and provides discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services.

Wealth management Active portfolio management Options & derivatives strategies Real estate investing Executive Founder/Business Owner
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