Solist Wealth Management (SWM) offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. SWM creates an Investment Policy Statement for each client. SWM also offers consulting services to pension and employee benefit plans. Financial planning is included as part of the overall advisory relationship and is not offered as a standalone service.
Assets Under Management$56M
Clients79
Advisors1
Avg. per Client$710K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable. Minimum annual advisory fee is $7,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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