Solidarity Wealth offers comprehensive family office and personalized investment services designed for successful individuals, families, and related entities. Acting as a personal chief financial officer, Solidarity Wealth coordinates financial, tax, and estate planning activities alongside clients' legal and accounting advisors. Core services include wealth management with continuous portfolio monitoring and rebalancing, bill pay services, financial administration, and performance reporting. Additionally, the firm provides standalone equity planning and consulting services to help clients manage stock options, vestitures, and equity holdings. Solidarity Wealth emphasizes a service-oriented approach tailored to each client's risk tolerance, time horizon, and goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable up to a maximum annual rate of 1.25%. Related client accounts may be aggregated for fee calculations.