Solomon Shen
Solomon Shen is a registered investment advisor at Synergy Investment Management LLC, based in Altamonte Springs, FL, with 15 years of industry experience. Solomon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,083 clients with $460M 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 | 1.50% |
Investment advisory fees range up to 1.50% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Location
215 North Westmonte Drive, Altamonte Springs, FL, 32714
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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
Solomon is a Certified NRA Instructor, a business owner of Kick'N Ash BBQ, and provides investment advisory services to Synergy Investment Management LLC, dedicating nearly full-time hours to this role. He also works with Coastal Insurance selling non-variable insurance and has multiple DBAs related to his LPL business and consulting.
Employment History
Current Registrations
Synergy Investment Management LLC
LPL Financial LLCBroker
Previous Registrations
Merit Financial Advisors
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations7 states
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