Karl Tresner
Karl Tresner is a registered investment advisor at Soltis Investment Advisors, LLC, based in Lehi, UT, with 18 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 5,414 clients with $12B 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 | 0.80% |
| $10M+ | 0.80% |
Fees for accounts over $10,000,000 are negotiable. Fees may vary depending on services provided and can be negotiated on an individual basis. Performance-based fees may be offered for certain qualified accounts.
Fee Estimator
Location
2600 W. Executive Parkway, Suite 120, Lehi, UT, 84043
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Customer Dispute
June 2014Employment History
Current Registrations
Soltis Investment Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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.
Exams
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