Bernard Braudis is a registered investment advisor at Soltis Investment Advisors, LLC, based in St. George, UT, with 16 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,499 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
20 North Main, Suite 400, St. George, UT, 84770
Get directionsHistory
Regulatory History (2)
Financial
July 2016Financial
March 2016Other Business Activities
Bernard periodically consults Fintech companies on user experience, data integrations, and potential enhancements. This activity is not investment-related.
Employment History
Current Registrations
Soltis Investment Advisors, LLC
Previous Registrations
Green Square Capital Advisors
Herbert J. Sims & CO. INC.Broker
Herbert J. Sims Capital Management, INC.
Greenwich Investment Management, INC.
Capital Market Consultants, INC.
Foss Mountain Capital, LLC
Columbia Management Advisors, INC.
Banc of America Securities LLC
Banc of America Securities LLCBroker
Prudential-Bache Securities INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.