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
915 South 500 East Ste 110, American Fork, UT, 84003
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 ActivitiesSells Insurance
Cabe is the President of Shumway Insurance Group, a benefits brokerage, and has a non-owner interest in Inside Insurance, a property & casualty brokerage. He also owns SOT Benefits, Inc. and has a 25% ownership in Phil Morris Holdings, LLC, as well as owning Shumson Properties LLC, a real estate company.