SOLVE Consulting Group provides ongoing portfolio management services tailored to individual client goals, objectives, and risk tolerance. They create investment plans and manage client portfolios with discretionary authority. SOLVE also offers financial planning services, including investment, estate, charitable, tax, retirement, education, and debt/credit planning.
Assets Under Management$38M
Clients39
Advisors1
Avg. per Client$980K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $6.0M | 0.30% |
| $6M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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