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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. |
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General Information |
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| States Licensed in: |
PA, NJ, DE, NY, MA
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
8
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| I work with the following types of clients: |
Non-Profit Organizations, Businesses, Individual Investors
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Services |
| Investment Types: |
401k Plans, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Insurance License (Life & Health; Long Term Care; Specify below)
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| Securities Licenses: |
Series 65, Series 63, Series 24, Series 7
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| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Assets Managed by Firm: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
50000
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| Compensation Methods: |
Based on Assets, Commissions
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| Fee % Based on Assets: |
up to 1.5%
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| Additional Details on Charges: |
<$100,000 = 1.50% $100,001 - $1,000,000 = 1.00% > $1,000,001 = 0.75%
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| Prepared By: |
Michael Scavullo |
Frequently Asked Questions |
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