Solaris Private Wealth Management (SolarisPWM) is a registered investment advisor offering personalized investment and advisory services. These include investment management, financial planning, and educational workshops. SolarisPWM tailors its services to individual client needs and can manage both discretionary and non-discretionary assets. The firm does not participate in wrap fee programs.
Assets Under Management$37M
Clients76
AdvisorsN/A
Avg. per Client$480K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for assets over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.