Howard Whatley is a registered investment advisor at Sollinda Capital Management LLC, based in Miami, FL. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,506 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sollinda Capital Management charges up to 2.25% annually on the total value of your investments. In addition, there is a strategy fee based on the investment strategy used, and a $4 monthly administration fee for documents and reports. The advisory fee can be negotiated. If you open an account mid-month, the initial fee will be adjusted for the days left in the month.
Location
1111 Brickell Ave, 10th Floor, Suite 68, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sollinda Capital Management LLC
State Registrations1 state
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