Jeffery Solinsky
Jeffery Solinsky is a registered investment advisor at Strategic Financial Concepts, LLC, based in Deridder, LA, with 27 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
427 N. Pine Street, Suite B, Deridder, LA, 70634
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2017Other Business ActivitiesSells Insurance
Jeffery is involved in several business activities, including real estate rental, serving as an alderman for the Town of Rosepine, and operating as a registered investment advisor under multiple DBAs. He also dedicates a significant portion of his time to insurance-related activities and owns a honey farm and fruit orchard with his wife.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service Corporation
Mutual Service CorporationBroker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations2 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.