James Dorsett is a registered investment advisor at Solid Investment Advisory LLC, based in Indianapolis, IN, with 2 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $3.6M 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 - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee is negotiable based upon certain criteria. When Solid Investment Advisory participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 0.18%.
Fee Estimator
Location
Indianapolis, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Solid Investment Advisory LLC
State Registrations1 state
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