Samuel Soliman is a CFA-designated registered investment advisor at Safe Harbor Family Capital, LLC, based in Chapel Hill, NC. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $550M 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 | 0.35% |
Fee Estimator
Location
123 West Franklin Street, Suite 540, Chapel Hill, NC, 27516
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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 Activities
Samuel is involved in several outside business activities, including serving as Executive VP of a private foundation, a board member for a B2B SaaS company and a boat manufacturer, and co-managing an investing entity. He also serves as co-trustee for multiple trusts.
Employment History
Current Registrations
Safe Harbor Family Capital, LLC
State Registrations1 state
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