SOL Capital Management Company offers investment management and consulting services to high-net-worth individuals, corporations, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. SOL Capital manages accounts with and without the authority to make trades without asking first. They offer advice on various securities, including stocks, bonds, ETFs, and interests in partnerships. They may also provide limited financial or retirement consulting services on a case-by-case basis.
Assets Under Management$3B
Clients430
AdvisorsN/A
Avg. per Client$6.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.60% |
| $20.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees negotiable for amounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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