George Roumpos is a registered investment advisor at Solitude Wealth Advisors, LLC., based in Holladay, UT, with 11 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 128 clients with $36M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $35.0M | 0.50% |
| $35M+ | 0.50% |
Fees negotiable for accounts above $35,000,000. There are separate fee schedules for equity and fixed-income only portfolios. Fixed income fees are 0.15% up to $35,000,000 and negotiable above that amount.
Fee Estimator
Location
5200 South Highland Drive, Suite 203, Holladay, UT, 84117
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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 →Employment History
Current Registrations
Solitude Wealth Advisors, LLC.
Previous Registrations
Galileo Financial Advisors, LLC
State Registrations1 state
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