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
222 S Main Ste 1776, Salt Lake City, UT, 84101
Get directionsRegulatory History
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