Derek Podolak
Derek Podolak is a registered investment advisor at Solyco Wealth LLC, based in Canonsburg, PA, with 25 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 158 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Location
2400 Ansys Dr., Ste 400, Canonsburg, PA, 15317
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Derek operates under Affinity Wealth Management Group as a DBA for his LPL business, dedicating about a quarter of his time during securities trading. He also runs Affinity Insurance Partners LLC as an insurance agency, spending a few hours per week, and coaches youth hockey for the Pittsburgh Predators, spending about 10-20% of his time.
Employment History
Current Registrations
Solyco Wealth LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
LPL Financial LLC
Gladstone Wealth Partners
LPL Financial LLCBroker
LPL Financial LLC
Citizens Securities, INC.
Citizens Securities, INC.Broker
Dreyfus Investment Services Company, LLCBroker
State Registrations10 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.