Featured Business Financial Advisor in Doylestown, PA
Doylestown Financial Advisors
Solebury Investment Group, LLC
5266 Bailey Ct.
Doylestown, PA 18901
(215) 794-3393
Advisor Profile
Michael Scavullo
Name:  Michael Scavullo
Phone Number:  (215) 794-3393
Website:  Visit Website
Disclosure Link:
www.soleburygroup.com
ADV Form II Link:
can be emailed

About Solebury Investment Group, LLC

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:    15
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, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Annuities, Stocks, Bonds, 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:    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:    Commissions, Based on Assets
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

© 2012   Retirement Planning   All Rights Reserved. All other trademarks and copyrights are the property of their respective holders.
This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.