Advisor at Strategic Financial Concepts, llc
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Firm
Strategic Financial Concepts, llc
Location
Deridder, LA 70634
Credentials
Series 63, Series 65
Industry experience
27 years
Jeffery Solinsky is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and Strategic Financial Concepts since 2009. Outside of his advisory work, he serves as an elected alderman for the Town of Rosepine, Louisiana, and manages a beekeeping and fruit orchard business with his wife. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management that incorporates fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.
Based on Strategic Financial Concepts, llc
Based on Strategic Financial Concepts, llc
Fixed fees negotiated based on estimated hours, including setup fees ranging from $250 to $50,000
$0 - $500,000: 2.50% $500,000 - $1,000,000: 2.00% $1,000,000+: 1.50%
Up to $500 per hour, negotiable depending on scope and complexity
Annual retainer planning fees, typically based on 0.2% of gross estate/business value; minimum annual fee $250
Account minimum: $250,000 Minimum fee: $250 annual minimum for ongoing planning services Fee-only: Hourly fees up to $500 per hour; fixed fees negotiated (e.g., $250 to $50,000 setup fee); annual retainer fees typically based on 0.2% of gross estate/business value
427 N. Pine Street, Suite B
Deridder, LA 70634
Louisiana · Texas
LPL Financial
2009 - Present (17 years)
Strategic Financial Concepts, llc
2009 - Present (17 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.
Series 65
De Ridder, LA
Strategic Financial Concepts, llc
Series 65
De Ridder, LA
Raymond James Financial
PFS™, Series 63
Deridder, LA
Cetera
CFP®, ChFC®, Series 63, Series 65
Deridder, LA
Cetera
CFP®, ChFC®, Series 65, Series 66
Deridder, LA
J.P. Morgan Securities
Series 63, Series 66
De Ridder, LA
Edward Jones
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