Solid Point Wealth Advisors is a registered investment advisor offering portfolio management services tailored to individual client needs and investment objectives. They may invest client assets in model portfolios with varying risk tolerances. They also offer non-fiduciary retirement plan services, including educating clients on their responsibilities and assisting with vendor selection. Solid Point benefits financially from IRA rollovers, but only recommends them when it's in the client's best interest.
Assets Under Management$80M
Clients76
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,001. Retirement plan services are also offered at an asset-based rate, amount and frequency are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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