Solid State Wealth Advisory Group provides personalized wealth management services, combining ongoing investment management and financial planning. Solid State Wealth Advisory Group tailors portfolios based on individual investment goals, risk tolerance, and time horizons, operating as a registered investment advisor legally required to act in your best interest. Investment management services cover asset allocation, portfolio monitoring, and ongoing supervision, with the authority to make trades without asking first when granted permission. In addition, Solid State Wealth Advisory Group offers financial planning covering personal net worth, cash flow analysis, retirement strategies, long-term investment planning, tax management strategies, and estate preservation. The firm works with individuals, high-net-worth individuals, and businesses, and does not require a minimum account size to begin working together.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fees generally range from 0.50% to 2.50% of assets under management and are negotiable based on the scope and complexity of services.