Assets Under Management
$8.4B
Number of Clients
4,499
Number of Advisors
65
Average Client AUM
$1.9M
AUM per Advisor
$128.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Soltis Investment Advisors provides investment management and financial planning services. They review client investment goals, recommend asset allocations, and offer financial planning including retirement, estate, and charitable giving strategies. They also provide pension/401(k) consulting services. Minimum account size is generally $750,000.
20 North Main, Suite 400, St. George, UT, 84770