Advisor at Solebury Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Solebury Asset Management LLC
Location
Doylestown, PA
Credentials
Series 63, Series 65
Industry experience
31 years
Michael Scavullo is a financial advisor with Solebury Asset Management LLC in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera Investment Advisers LLC. He is also licensed as an insurance agent and engages in insurance sales and advisory activities. Solebury Asset Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolios that incorporate a range of investment strategies and serves as a wrap fee program sponsor with affiliations in insurance and brokerage channels.
Based on Solebury Asset Management LLC
1.50% maximum annually (negotiable, may be reduced at Solebury’s discretion)
IARs are registered representatives and may earn commissions for sales of investments and insurance products.
Account minimum: $100,000 Fee-only: Management fees up to 1.5% annually; fees individually negotiated and may be reduced at Solebury’s discretion.
Doylestown, PA
Florida · New Jersey · New York · Pennsylvania
Purshe Kaplan Sterling Investments
2019 - Present (7 years)
Solebury Asset Management
2019 - Present (7 years)
Summit Financial Group Inc.
2018 - 2019 (1 year)
Cetera
2015 - 2019 (4 years)
SUmmit Brokerage Services Inc
2015 - 2019 (4 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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ChFC®, Series 63
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Fidelity Federal Planning Corp.
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