Advisor at Solomon Investment Group, Inc.
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Firm
Solomon Investment Group, Inc.
Location
Keansburg, NJ
Credentials
Series 63, Series 65
Industry experience
37 years
Alice Solomon is the principal of Solomon Investment Group, Inc. in Keansburg, NJ, with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Solomon Investment Group since 1997. In addition to her advisory role, she is licensed in life, health, and long-term care insurance in New Jersey. Solomon Investment Group serves individual clients, including high-net-worth individuals, as well as pension, profit-sharing plans, and corporate clients, providing discretionary portfolio management and financial planning. The firm uses a combination of charting, fundamental, and technical analysis to guide investment decisions, tailored to each client’s Investment Policy Statement.
Based on Solomon Investment Group, Inc.
$0 - $250,000: 3.00% $250,001 - $500,000: 2.50% $500,001 - $1,000,000: 2.00% $1,000,001+: 1.50%
SIG is entitled to receive commissions and other compensation from insurance products and private placements but does not act as a broker/dealer.
$200 per hour for financial planning services, negotiable
Keansburg, NJ
Delaware · New Jersey · Pennsylvania
Solomon Investment Group, Inc.
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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