Solidity Financial LLC

Fee-Only (% of Portfolio)

Solidity Financial offers financial planning and investment management. They work to understand each client's needs and create a tailored strategy. They identify areas of concern like cash flow, taxes, education funding, retirement, and estate planning. Solidity Financial may recommend outside professionals, but clients engage them directly. The firm manages investments with a focus on minimizing expenses and eliminating conflicts of interest.

Assets Under Management$73M
Clients252
Advisors1
Avg. per Client$290K
Avg. per Advisor$73M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Solidity Financial LLC | TrueAdvisor