Sollinda Capital Management offers portfolio management services based on individual client needs, including investment strategy, asset allocation, and risk tolerance. Sollinda evaluates current investments and seeks discretionary authority to select securities and execute transactions. Sollinda also provides sub-advisory services to registered investment advisors.
Assets Under Management$910M
Clients1,506
Advisors16
Avg. per Client$600K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Sollinda Capital Management charges up to 2.25% annually on the total value of your investments. In addition, there is a strategy fee based on the investment strategy used, and a $4 monthly administration fee for documents and reports. The advisory fee can be negotiated. If you open an account mid-month, the initial fee will be adjusted for the days left in the month.
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