Solido Financial LLC offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Solido Financial also provides financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. They generally limit their investment advice to mutual funds, equities, bonds, ETFs, real estate, hedge funds, REITs, insurance products, private placements, and government securities.
Assets Under Management$19M
Clients8
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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