Solidarity Wealth, LLC
Assets Under Management
$627.8M
Number of Clients
195
Number of Advisors
7
Average Client AUM
$3.2M
AUM per Advisor
$89.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Solidarity Wealth, LLC provides wrap fee services to help clients meet their financial goals. They offer Wrap Wealth Management, which includes understanding client's financial and non-financial goals, reviewing financial circumstances, and developing an investment approach with stocks, bonds, ETFs, options, mutual funds, and other securities. Portfolios are continuously monitored and rebalanced.
Fee Structure
Clients pay a single wrap fee for investment advisory services and associated custodial transaction costs. The Wealth Management Fee is up to a maximum annual rate of 1.25% of the gross market value of assets under management, paid quarterly, in advance. The fee is determined based on the complexity of services, level of assets, and overall relationship with the Adviser. Clients may pay other fees and expenses, such as holdings charges, mutual fund expenses, and wire transfer fees. A pro-rata refund of unearned fees is provided upon termination.
Areas of Practice
Location
3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043