Derek Tanuvasa is a CFP-designated registered investment advisor at Soltis Investment Advisors, LLC, based in Salt Lake City, UT, with 6 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,499 clients with $8.4B 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 | 0.60% |
| $10M+ | 0.60% |
Fees may vary and can be negotiated on an individual basis. For certain qualified accounts, performance-based fees may be offered.
Fee Estimator
Location
222 S Main Ste 1776, Salt Lake City, UT, 84101
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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
Soltis Investment Advisors, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Dfpg Investments, LLCBroker
Firstpurpose Wealth LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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