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Jason Soloman

Tactical Investment Advisors, LLC
18 Years of Experience
Huntersville, NC
Sells Insurance
View SEC Summary
View SEC Summary

Jason Soloman is a registered investment advisor at Tactical Investment Advisors, LLC, based in Huntersville, NC, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 106 clients with $33M in assets under management.

Tactical Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
106 clients
Average Client Portfolio
$312K average
Assets Under Management
$33.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and charged up to 2% per year based on net liquidation value, applied daily and billed monthly. Qualified clients may alternatively choose a performance-based fee structure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9820 Northcross Center Ct, 150, Huntersville, NC, 28078

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jason is involved with Tactical Investment Advisors, LLC, focusing on insurance sales and commodity trading advisor (CTA) activities. This takes a full-time commitment and he is compensated through profits.

Employment History
Current Registrations
Tactical Investment Advisors, LLC
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Tactical Investment Advisors, LLC
February 2011 - December 2014 · 3 yrs 10 mos
Tactical Wealth RIA
March 2010 - January 2011 · 10 mos
Tactical Wealth Advisors, LLP
November 2008 - December 2009 · 1 yr 1 mo
Wrp Investments, INC.
May 2007 - April 2008 · 11 mos
Uvest Financial Services Group, INC.
February 2007 - May 2007 · 3 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.
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