Solitude Canyon Investment Advisors offers financial planning and investment management services. Financial planning can include retirement planning, choosing investments within a company retirement plan, or selecting a 529 plan. Investment management involves assessing a client's situation, designing an asset allocation, developing an investment policy, selecting investments, and monitoring the portfolio. Insurance recommendations are also provided, but Solitude Canyon does not sell insurance.
Assets Under Management$27M
Clients18
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable in some cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...