Assets Under Management
$30.2M
Number of Clients
146
Number of Advisors
2
Average Client AUM
$207K
AUM per Advisor
$15.1M
Compensation
Fee-Only (AUM)
Solitude Wealth Advisors provides financial planning, consulting, and investment management services. They primarily allocate client assets among independent investment managers based on client objectives. SWA monitors account performance and reviews client investment objectives. They also offer financial planning services covering retirement and income planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $35.0M | 0.50% |
| $35M+ | 0.50% |
Fees negotiable above $35,000,000.
5200 South Highland Drive, Suite 203, Holladay, UT, 84117