Neal Solomon is a CFP, ChFC-designated registered investment advisor at Wealthpro, LLC, based in Wilton, NY, with 41 years of industry experience. Neal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 97 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.70% |
This schedule applies to the AssetMark Platform. Fees may vary depending on the Strategist selected. A broker/dealer supervisory fee is also deducted. Total annual fees may exceed 1.65% when certain independent managers include asset-based custodial fees as part of their platform fee.
Fee Estimator
Location
12 Mountain Ledge Drive, Suite 2, Wilton, NY, 12831
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Neal occasionally sells internet domain names and operates SoloStorm Enterprises for business support. He is also heavily involved with WealthPro, LLC as a Registered Investment Advisor and licensed insurance agency, dedicating nearly full-time hours to it, and provides expert witness/consultant services, along with being an officer at Hearing Care Resources, LLC, and owner of commercial property.
Employment History
Current Registrations
Wealthpro, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance
The Strategic Financial Alliance
The Strategic Financial Alliance
The Strategic Financial Alliance
Lincoln Investment Planning, INC
Lincoln Investment Planning, INC.Broker
Hartford Equity Sales Company INC.Broker
Bnl Securities INC.Broker
P & I Equities CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.