Solidarity Wealth offers investment advisory services and financial, tax, and estate planning advice to individuals, families, and their related entities. They act as a personal chief financial officer, managing financial and investment activities and coordinating with legal, tax, and insurance advisors. Services include wealth management, bill pay, financial administration, and performance reporting. They also offer equity planning services.
Assets Under Management$700M
Clients218
Advisors8
Avg. per Client$3.2M
Avg. per Advisor$88M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual rate. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship with the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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