Jon Solitro
Jon Solitro is a CFP-designated registered investment advisor at Cig Asset Management, based in Okemos, MI, with 12 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $12K 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 $100.0M | 0.30% |
| $100.0M - $250.0M | 0.25% |
| $250.0M - $500.0M | 0.20% |
| $500M+ | 0.15% |
Fees are generally not negotiable.
Fee Estimator
Location
2479 Woodlake Cir, Suite 340, Okemos, MI, 48842
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2020Other Business ActivitiesSells Insurance
Jon sells and services fixed life insurance, disability insurance, long term care insurance, and fixed annuities through various carriers since 2015. He is also a board member of Youth Haven since 2016.
Employment History
Current Registrations
Cig Asset Management
Financialmd, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations3 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.