Solebury Investment Group, LLC | Financial Advisor in Doylestown ,PA

5266 Bailey Ct.
Doylestown, PA 18901
Phone: (215) 794-3393

About

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.

15 Years of Experience



General Information
States Licensed in:   PA, NJ, DE, NY, MA
Number of Years with Current Firm:   8
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services
Investment Types:   401k Plans , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , At your home , At my office , Via phone , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Variable Life , Variable Annuity
Firm Information
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%



FAQs


DISCLOSURE

www.soleburygroup.com

Michael Scavullo

Michael Scavullo

None, Life & Health; Long Term Care; Specify below