Michael Dopazo
Michael Dopazo is a registered investment advisor at Strategic Wealth Solutions LLC, based in Lincroft, NJ, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 80 clients with $25M 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 | 1.00% |
Fee Estimator
Location
Lincroft, NJ
Get directionsHistory
Regulatory History (1)
Criminal
November 2010Other Business ActivitiesSells Insurance
Michael sells life insurance and group health insurance, dedicating minimal time to each. He also owns rental property and is an Investment Advisor Representative with Jarred Bunch Consulting, earning commissions from the sale of life insurance products through Ohio National Life Insurance Company.
Employment History
Current Registrations
Strategic Wealth Solutions LLC
Previous Registrations
Invst, LLC
MML Investors Services, LLCBroker
Hornor, Townsend & Kent, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
J.P. Turner & Company, L.L.C.Broker
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.