Solomon Reeves
Solomon Reeves is a registered investment advisor at Private Client Services, LLC, based in Tampa, FL, with 29 years of industry experience. Solomon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
4600 W. Cypress Street, Suite 405, Tampa, FL, 33607
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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
Solomon is a managing partner at FMG Properties LLC and a managing member at SN Reeves LLC, both real estate ventures, dedicating minimal time to each. He also works with Assured Partners Investment Advisors (RIA) nearly full-time and is involved in insurance sales with AssuredPartners.
Employment History
Current Registrations
Private Client Services, LLCBroker
Assuredpartners Investment Advisors
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Fortune 360 Group LLC
Investacorp Advisory Services INC
Investacorp, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Shelgren Financial Group, INC.
Pmg Asset Management INC
Pmg Securities CorporationBroker
Investors Brokerage Services, INC.Broker
Legacy Financial Services, INC.Broker
Pacific West Securities, INC.Broker
State Registrations2 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.