Michael Masilunas
Michael Masilunas is a registered investment advisor at Solid Oak Advisory, based in Pittsburgh, PA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11 clients with $2M 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 | 2.00% |
Maximum management fee. Fees are negotiable. Includes outside manager's fee. If SOA uses Altruist LLC’s Model Marketplace, their fees are included in SOA's management fee and range between 0.00% to 1.00%.
Fee Estimator
Location
100 South Commons, Suite 102, Pittsburgh, PA, 15212
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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 ActivitiesSells Insurance
Michael owns Coordinated Tax Management, LLC, where he prepares tax returns and assists with bookkeeping, dedicating about 10-20% of his time. He is also a Managing Member/Insurance Agent at Solid Oak Risk Management Co, selling life, accident, and health insurance, spending a few hours per week. Additionally, Michael is involved in product development for tax software sales, spending about a quarter of his time, and is a general partner to a private equity fund.
Employment History
Current Registrations
Solid Oak Advisory
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations1 state
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