Solid Street manages investment portfolios for individuals and corporate entities, using technical, fundamental, and statistical market analysis. The firm invests primarily in individual stocks, exchange-traded funds (ETFs), and derivatives, including equity options. Solid Street's investment approach is generally not tailored to individual client needs, but they will consider specific requests and restrictions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For clients with net worth exceeding $1.5 million, a performance fee of 20% of net capital gains is charged in lieu of the management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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