David Solomon
David Solomon is a registered investment advisor at J. W. Cole Advisors, INC., based in Wenatchee, WA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
123 Ohme Garden Road, Suite 1, Wenatchee, WA, 98801
Get directionsHistory
Regulatory History (2)
Regulatory
October 2023Regulatory
August 2018Other Business ActivitiesSells Insurance
David sells fixed annuities and insurance, potentially dedicating about a third of his time to this activity. He also operates under the DBA Solomon Financial Group, Inc.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
Global Financial Private Capital, LLC
Solomon Financial Group, INC.
Brokers International Financial Services, LLC.Broker
Kms Financial Services, INC.Broker
State Registrations1 state
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
More Advisors
- David Parsons, ChFCNorthwestern Mutual Investment Services,llc
- Lee Trevino, CFPVALIC Financial Advisors, INC.
- Joseph Johnson, CFPLPL Financial LLC
- Sean Gross, CFPTelos Wealth
- Jason Underwood, CFP
- Alisa Franklin, CFPStifel, Nicolaus & Company, Incorporated