Dana Soltani is a registered investment advisor at Outflyers LLC, based in Orinda, CA, with 6 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Total fees to client will never exceed the safe harbor threshold of 3% of assets under management per year. Accounts within the same household may be combined for a reduced fee. Lower fees for comparable services may be available from other sources.
Fee Estimator
Location
Orinda, CA
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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.
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Dana works as a Senior Director of Product at Ellie Mae Inc., a tech company, since 2018. This role takes nearly all of Dana's time.
Employment History
Current Registrations
Outflyers LLC
State Registrations1 state
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