Adam Soloff
Adam Soloff is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Warminster, PA, with 29 years of industry experience. Adam 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 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
626 Jacksonville Rd, Ste 103, Warminster, PA, 18974
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Regulatory History (1)
Customer Dispute
June 2000Other Business ActivitiesSells Insurance
Adam is an IRS Enrolled Agent, though he does not perform tax preparation. He is also involved in real estate rental companies and wrote a book called Mindful Finance, dedicating minimal time to each. He spends full-time hours as an IAR for Wealth Care Advisory Partners LLC, Secure Planning Group, and Soloff Wealth Management.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations18 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.