Soltis Investment Advisors, LLC provides comprehensive investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and retirement plans. Founded in 1993 and based in St. George, Utah, Soltis develops personalized portfolio strategies using modern portfolio theory, quantitative security analysis, and qualitative manager due diligence. The firm offers ongoing reviews of investment goals, asset allocation, and wealth preservation strategies, including retirement income analysis, estate preservation, and charitable giving. Soltis also offers specialized tax return preparation and filing services through an affiliated entity, Soltis Tax Solutions. The firm generally requires a minimum account size of $750,000 for its standard advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees for accounts over $10,000,000 are negotiable. Fees may vary depending on services provided and can be negotiated on an individual basis. Performance-based fees may be offered for certain qualified accounts.