Solution Factory offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. They assist with investment management, financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. They manage investments in mutual funds, exchange traded funds, stocks, bonds, and other securities.
Assets Under Management$300K
Clients1
Advisors1
Avg. per Client$300K
Avg. per Advisor$300K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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