Stolper & Company offers investment management, asset allocation, and financial planning services. Operating primarily under the trade name Solana Investment Solutions for planning, Stolper & Company helps individuals and families manage their financial resources through budgeting, education planning, retirement planning, estate planning, and gifting strategies. For investments, Stolper & Company assists in selecting investment managers, mutual funds, and subadvisers for discretionary and non-discretionary portfolio management, as well as providing mutual fund selection programs. The firm emphasizes personalized portfolio analysis, ongoing statistical reviews, and custom asset allocation aligned with client objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5M+ | 0.35% |
Fees may be lower based on the amount of assets, length and nature of the relationship, and other factors. Fees do not include subadviser fees, custodial expenses, or brokerage commissions.