Autumn Soltysiak
Autumn Soltysiak is a CFP-designated registered investment advisor at Hemming& Wealth Management, INC., based in Traverse City, MI, with 22 years of industry experience. Autumn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 446 clients with $290M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.50% |
Fees negotiable for accounts over $8,000,000. Certain clients may be on a legacy fee schedule that may differ from the one above. For accounts with American Funds as the custodian, the fee schedule is: Up to $500,000: 1.40%, $500,001 to $1,000,000: 1.25%, $1,000,001 to $2,000,000: 1.00%, $2,000,001 to $4,000,000: 0.75%, $4,000,001 to $8,000,000: 0.40%, Over $8,000,000: Negotiable
Fee Estimator
Location
600 E. Front Street, Suite 201, Traverse City, MI, 49686
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Autumn is involved in insurance sales at the same address as her advisory business. This activity takes about 10% of her time.
Employment History
Current Registrations
Hemming& Wealth Management, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
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.