Business Description

Solebury Investment Group, LLC. (SIg) is a wealth management firm offering a diverse array of products and services for the high net worth individual, business owner, or Foundation. We provide superior products and services to assist our clients in reaching their financial goals, and have the ability to quickly adjust to market trends and our clients' individual needs.

Headquartered in Buckingham, Pennsylvania, SIg's management team continues to strive for excellence. Our broad reach of ever-expanding offices and affiliates enables us to provide exceptional quality of investment services.

General Information

Gender:

Male

CRD#:

2537103

States Licensed in:

PA, NJ, DE, NY, MA

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Non-Profit Organizations, Businesses, Individual Investors

Services

Investment Types:

401k Plans, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Insurance License (Life & Health; Long Term Care; Specify below)

Securities Licenses:

Series 65, Series 63, Series 24, Series 7

Insurance and Annuity Licenses:

Variable Life, Variable Annuity, Life

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Assets Managed by Firm:

Yes

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

50000

Compensation Methods:

Based on Assets, Commissions

Fee % Based on Assets:

up to 1.5%

Additional Details on Charges:

<$100,000 = 1.50% $100,001 - $1,000,000 = 1.00%
> $1,000,001 = 0.75%

Prepared By:

Michael Scavullo