Solomon Halpern is a registered investment advisor at Mifi Wealth, LLC, based in Boulder, CO, with 23 years of industry experience. Solomon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $46M 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 $5.0M | 1.00% |
| $5M+ | 0.85% |
The Fee Schedule is not scaled.
Fee Estimator
Location
2028 17th Street, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mifi Wealth, LLC
Previous Registrations
Golden Sun Capital Management, LLC
State Registrations1 state
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