Solid Oak Advisory (SOA) manages investment portfolios and offers financial planning services. SOA works with clients to create personalized investment plans based on their goals and risk tolerance. SOA may use outside managers and Altruist LLC's Model Marketplace to assist with investment management. SOA also offers comprehensive financial planning, including retirement, tax, and estate planning. SOA connects clients to third-party professionals for additional services.
Assets Under Management$2M
Clients11
Advisors1
Avg. per Client$180K
Avg. per Advisor$2M
www.solidoakadvisory.com ·www.facebook.com/profile.php?id=100066699746545 ·www.instagram.com/financial.dad
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum management fee. Fees are negotiable. Includes outside manager's fee. If SOA uses Altruist LLC’s Model Marketplace, their fees are included in SOA's management fee and range between 0.00% to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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