Diana Soliday is a registered investment advisor at Elliott Cove Capital Management, based in Wasilla, AK, with 11 years of industry experience. Diana 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 670 clients with $350M 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 - $1.0M | 1.25% |
| $1M+ | 1.00% |
Combined household assets totaling $1,000,000 or more qualify for the 1.00% flat rate on all assets. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
850 E USA Circle, Wasilla, AK, 99654
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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 Activities
Diana works as an Assistant Branch Manager at Northrim Bank since 2006, dedicating nearly full-time hours to leadership, management, sales, operations, and other banking duties.
Employment History
Current Registrations
Elliott Cove Capital Management
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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