Robert Featherstone is a registered investment advisor at Solidarity Capital Management, LLC, based in Lehi, UT, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $99M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
1 client
Average Client Portfolio
$99.4M average
Assets Under Management
$99.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is calculated monthly at 1/12 of 1.0%. Investors will also be charged a Performance Allocation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84048

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert is a partner in Genesis Ventures LLC, involved in real estate investment, dedicating about 10-20% of his time. He also rents out his car through Avail Car Sharing, spending minimal time on this activity.

Employment History
Current Registrations
Solidarity Capital Management, LLC
October 2024 - Present · 1 yr 6 mos
Solidarity Wealth, LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
M. S. Howells & CO.Broker
January 2022 - January 2023 · 1 yr
Morgan Stanley
October 2018 - November 2021 · 3 yrs 1 mo
Morgan StanleyBroker
October 2017 - November 2021 · 4 yrs 1 mo
State Registrations1 state
UT
Advisor

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
No exam information available for this advisor.
Robert Featherstone - Financial Advisor | TrueAdvisor