Christie Behunin is a registered investment advisor at Soltis Investment Advisors, LLC, based in St. George, UT, with 8 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,499 clients with $8.4B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees may vary and can be negotiated on an individual basis. For certain qualified accounts, performance-based fees may be offered.
Fee Estimator
Location
20 North Main, Suite 400, St. George, UT, 84770
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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 →Other Business Activities
Christie is involved in several non-investment related activities. She processes payroll and tax filings for RLK COM LLC, taking about 10-20% of her time, and anticipates transitioning out of this role soon. Christie also works as an eating disorder consultant (minimal time) and a triathlon coach (a few hours per week).
Employment History
Current Registrations
Soltis Investment Advisors, LLC
State Registrations1 state
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