Louis Solly is a CFP-designated registered investment advisor at Pinnacle Wealth Advisors, based in Portland, OR, with 31 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 813 clients with $460M 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 $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees may be negotiable for accounts with a market value in excess of $7,000,000. Certain clients who have rollover retirement accounts may be subject to fees of up to 1.00% of the market value of their rollover assets.
Fee Estimator
Location
12703 SW 67th Avenue, Portland, OR, 97223
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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 →Employment History
Current Registrations
Pinnacle Wealth Advisors
Previous Registrations
Security First Advisors
Kms Financial Services, INC
Kms Financial Services, INC.Broker
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Security First Advisors
Northwest Financial of Oregon
Sage Financial Services, INC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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