Solyco Wealth offers investment management, creating portfolios with mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. They also provide financial planning services covering investment, retirement, education savings, and charitable giving. Solyco Wealth may refer clients to other specialists like accountants or attorneys. Clients are not obligated to implement any recommendations or maintain an ongoing relationship.
Assets Under Management$120M
Clients158
Advisors7
Avg. per Client$740K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...