Solitude Wealth Advisors is a registered investment advisor based in Holladay, Utah, offering investment management and financial planning services. Solitude Wealth Advisors primarily allocates client assets among independent investment managers based on individual goals, risk tolerance, and time horizons. The firm creates customized investment plans, provides ongoing portfolio monitoring and rebalancing, and assists with retirement and income planning. Solitude Wealth Advisors does not impose a minimum portfolio size or minimum annual fee directly, though certain independent managers may have their own requirements. Advisors at the firm may also offer insurance products in their separate capacities as licensed insurance agents, earning commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $35.0M | 0.50% |
| $35M+ | 0.50% |
Rates shown are for equity portfolios. Fixed-income only portfolios are charged 0.15% up to $35,000,000 and negotiable above $35,000,000. Fees are negotiable for accounts over $35,000,000.