Joe Solan is a registered investment advisor at 4sight Advisors LLC, based in Nyack, NY, with 24 years of industry experience. Joe 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, High Net Worth, and 4 more. Their firm serves 145 clients with $10M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Nyack, NY
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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
Joe is the founder/CEO of Prepsta Inc., which develops educational apps, and spends a few hours per week on it. He also works as a mortgage loan originator with RealFi Home Funding and Reliant Home Funding, and as an independent insurance agent selling life, accident, and health insurance, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
4sight Advisors LLC
Previous Registrations
The Confluent Group, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley & CO. LLCBroker
Citigroup Global Markets INC.Broker
State Registrations2 states
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