Solano Wealth Advisors offers investment management through wrap fee accounts and standalone financial planning and consulting. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. Solano Wealth Advisors tailors investment advice to individual clients and offers general advice to financial planning clients.
Assets Under Management$330M
Clients456
Advisors2
Avg. per Client$730K
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Solano Wealth Advisors manages investments through wrap fee accounts. More information on pricing can be found in Item 4 of the Wrap Fee Brochure, which is not included in this document. Therefore, I am unable to provide a summary of investment management fees.
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