Soltis Investment Advisors offers investment management services, including reviewing client investment goals, recommending asset allocation, and selecting investments. Soltis also provides financial planning and consulting services, addressing retirement, estate preservation, and charitable giving. Soltis may use sub-advisors for a portion of client portfolios. Soltis also provides investment planning, implementation advice, and portfolio management assistance to 401(k) retirement and pension plans.
Assets Under Management$8.4B
Clients4,499
Advisors70
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$750K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
70 Advisors at this firm
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