Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Investment management fees are calculated quarterly based on the market value of assets. The annual fee schedule ranges from 1.25% on the first $750,000 to $1,000,000, down to 0.60% for assets between $5,000,000 and $10,000,000. Fees for assets over $10,000,000 are negotiable. Financial planning and consulting fees range from $500 to $50,000 on a fixed fee basis and $2,500 to $6,000 per month. Soltis may offer self-directed accounts with an administrative fee equal to the greater of $300 per annum or .25% per annum. Pension/401(k) consulting services fees generally start at $10,000.
Areas of Practice
Advisor Information
Office location
20 North Main, Suite 400, St. George, UT, 84770
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christie is involved in several non-investment related activities. She processes payroll and tax filings for RLK COM LLC, taking about 10-20% of her time, and anticipates transitioning out of this role soon. Christie also works as an eating disorder consultant (minimal time) and a triathlon coach (a few hours per week).