Solidarity Capital Management, LLC

Fee-Only (% of Portfolio)

Solidarity Capital Management is a registered investment advisor that manages the Solidarity Capital Fund, a private investment partnership. The firm focuses on generating current income and preserving capital by using option-writing strategies, such as covered calls and cash-secured puts, alongside equity and debt investments. Solidarity Capital Management provides investment management services exclusively to the fund rather than individual accounts, tailoring the strategy to generate recurring returns through option premiums. The firm is owned by its principals and operates from Utah, serving qualified high-net-worth individuals, retirement accounts, and entities.

Assets Under Management$130M
Clients1
Advisors4
Avg. per Client$130M
Avg. per Advisor$32M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fee is approximately 1.0% annually, charged monthly based on the lesser of the investor's share of net asset value or unreturned capital contributions. An affiliate also charges a performance allocation of 100% of profits exceeding an annualized 12% hurdle rate.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm

Solidarity Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor