Sol Financial LLC provides portfolio management services tailored to individual client goals, risk tolerance, and time horizon. These services include investment strategy, asset allocation, and regular portfolio monitoring. Sol Financial LLC also offers financial planning services covering areas like retirement, college, and debt planning. The firm generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$9.8M
Clients36
Advisors1
Avg. per Client$270K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable based on client type, complexity, and services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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