Soltis Investment Advisors, LLC
Assets Under Management
$8.4B
Number of Clients
4,499
Number of Advisors
65
Average Client AUM
$1.9M
AUM per Advisor
$128.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Soltis Investment Advisors provides investment management, financial planning, and consulting services. They review client goals, recommend asset allocations, and select investments based on qualitative and quantitative analysis. They also offer pension/401(k) consulting services, including plan implementation and portfolio management assistance. Soltis may use sub-advisors.
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
Location
20 North Main, Suite 400, St. George, UT, 84770