Diana Soliday is a registered investment advisor at Elliott Cove Capital Management, based in Wasilla, AK, with 10 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 assets per fee family must total $1,000,000 or more and will be adjusted if total falls below $1,000,000 back to the tiered schedule of first $250,000 at 1.50% and the next $750,000 at 1.25%. Fees are negotiable based on the value of assets under management, complexity of the client's situation, the advisor representative providing services, and other factors determine between the firm and the client.
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.
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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
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