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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
All fees are negotiable.