Solitude Financial Services (SFS) offers investment advisory services to individuals, focusing on financial life management. SFS helps clients define financial goals, uses financial planning software to test the likelihood of success, creates and manages investment portfolios, and advises on how to use savings to improve goal funding. SFS manages client accounts with discretionary investment authority.
Assets Under Management$360M
Clients164
Advisors6
Avg. per Client$2.2M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are generally negotiable for employees or clients well within retirement requiring only distribution and portfolio management strategies.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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