Solid Investment Advisory offers investment management services to clients. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies. Clients can impose restrictions on investments. Solid Investment Advisory participates in Altruist LLC’s Model Marketplace, which may charge additional fees.
Assets Under Management$3.6M
Clients7
Advisors1
Avg. per Client$510K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee is negotiable based upon certain criteria. When Solid Investment Advisory participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 0.18%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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