Solitude Wealth Advisors (SWA) offers financial planning, consulting, and investment management services. SWA primarily allocates client assets among independent investment managers, tailoring services to individual needs based on risk tolerance and financial goals. SWA monitors account performance and reviews client investment objectives. Clients receive disclosure brochures from both SWA and the independent managers.
Assets Under Management$36M
Clients128
Advisors2
Avg. per Client$280K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $35.0M | 0.50% |
| $35M+ | 0.50% |
Fees negotiable for accounts above $35,000,000. There are separate fee schedules for equity and fixed-income only portfolios. Fixed income fees are 0.15% up to $35,000,000 and negotiable above that amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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