DS
DS

Diana Marie Soliday

10 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
711 clients
Average Client Portfolio
$433K average
Assets Under Management
$307.8M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1M+1.00%

Combined assets per fee family must total $1,000,000 or more and will be adjusted if total falls below $1,000,000 back to the tiered schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

850 E USA Circle, Wasilla, AK, 99654

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Diana works as an Assistant Branch Manager at Northrim Bank since 2006, dedicating nearly full-time hours to leadership, management, sales, operations, and other banking duties.

Employment History
Current Registrations
Elliott Cove Capital Management
April 2015 - Present · 10 yrs 10 mos
State Registrations1 state
AK
Advisor
Exams
No exam information available for this advisor.