Solaris Strategic Wealth helps clients build, manage, and preserve their wealth through personalized financial planning and investment management services. Operating out of Charlotte, North Carolina, Solaris Strategic Wealth offers both standalone services and combined wealth management. For investment management, Solaris Strategic Wealth creates customized portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, and alternative investments, managing them on either a discretionary or non-discretionary basis. The firm also offers continuous financial planning covering estate planning, income tax strategies, charitable giving, cash flow, and retirement goals. Clients can engage Solaris Strategic Wealth for portfolio management, financial planning, or both. The firm typically requires a minimum of $500,000 in investable assets to manage portfolios, though this minimum can be waived at their discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are individually negotiated and billed monthly in arrears based on average daily balance. Maximum portfolio management fee will not exceed 1.30%.