Solebury Asset Management works with clients to identify their investment goals and risk tolerance to create a portfolio allocation. They may purchase various securities, including mutual funds, stocks, and ETFs. Solebury also offers consulting services to pension and employee benefit plans. The firm participates in a wrap fee program where clients pay a single fee for advisory, execution, clearing, and custodial services.
Assets Under Management$68M
Clients141
Advisors1
Avg. per Client$480K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum permissible annual advisory fee is 1.50% and includes the execution, custodial and clearing fee. Fee is individually negotiated with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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