Solaris Strategic Wealth (SSW) offers financial planning and investment management services. Financial planning covers areas like estate, tax, charitable giving, and cash flow. Investment management considers client goals and risk tolerance, using ETFs, mutual funds, equities, and fixed income. SSW manages assets on a discretionary or non-discretionary basis and may use sub-advisors. Clients can also receive consulting services on specific financial topics.
Fee Structure
Solaris Strategic Wealth's investment advisory fees are a percentage of the value of your investments. The annual fee will not exceed 1.30%. This fee does not include any platform provider, sub advisor, or model manager fees. Fees are negotiable and based on the size and complexity of the account. Fees are billed monthly, based on the average daily balance of your account.