Jarrett Solomon
Jarrett Solomon is a CFP-designated registered investment advisor at Connecticut Wealth Management, LLC, based in Farmington, CT, with 22 years of industry experience. Jarrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 1,517 clients with $4.5B 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 | 1.35% |
Fees are typically structured on a tiered basis with reduced rates for larger portfolios. The maximum account fee is 1.35%. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
281 Farmington Avenue, Farmington, CT, 06032-1911
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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 Activities
Jarrett is a membership owner of Ten One Ten, LLC since 2014. He devotes minimal time to the operation of the LLC during non-trading hours.
Employment History
Current Registrations
Connecticut Wealth Management, LLC
Previous Registrations
Convergent Wealth Advisors, LLC
Lydian Wealth Management Company, LLC
Lydian Wealth Management Company, LLC
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.
Exams
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