Stephen Solomon
Stephen Solomon is a CFP-designated registered investment advisor at Chokshi & Queen Wealth Advisors, based in San Diego, CA, with 32 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 682 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CQ Wealth Advisors offers investment management services where they create and manage a portfolio for you. The annual fee will not exceed 1.00% of the value of your account, billed quarterly in advance. Fees are negotiable. They also offer Comprehensive Portfolio Management, which includes asset management and financial planning, with an annual fee not exceeding 1.50%, billed quarterly in advance. For clients using third-party managers, these fees are in addition to the third-party manager's fees.
Location
4510 Executive Drive, Suite 203, San Diego, CA, 92121
Get directionsHistory
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
Stephen is an independent insurance agent selling fixed insurance products since 2010. This takes about a quarter of his time.
Employment History
Current Registrations
Chokshi & Queen Wealth Advisors
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Centara Capital Management Group, INC.
Centara Capital Securities, INC.Broker
Partnervest Securities, INC.Broker
Partnervest Advisory Services LLC
Sentra Securities CORP
Sentra Securities CorporationBroker
Sun Coast Capital CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations1 state
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.