Soltis Investment Advisors, LLC is a reputable regional investment advisory firm located in St. George, UT, with a total of 56 dedicated employees. Within the team, 36 professionals specialize in providing top-notch investment advisory services. With an average of $66,340,000 in assets under management per investment advisor, Soltis falls in line with the industry average.
Their compensation structure includes various methods, such as a percentage of assets under management. Currently, Soltis Investment Advisors serves a substantial client base of over 1,570 individuals, managing a substantial sum of assets totaling more than $5,644,685,000. While the firm primarily handles assets outside of 401K and individual accounts, comprising less than 30% of their total managed assets, they possess the capability to effectively manage employer funds.
Notably, Soltis Investment Advisors maintains a discretionary management approach, ensuring that they have full authority over 100% of the assets they oversee. Their commitment to excellence and personalized service is reflected in their eight office locations, providing convenient access to clients across the region.
The firm boasts a team of highly experienced advisors, some of whom have demonstrated long-standing dedication to the organization. Prominent among them are Brett Archibald, Tyler Wilkinson, and James Shumway, who have earned recognition for their expertise and commitment to helping clients achieve their financial goals. With their extensive knowledge and the firm's trusted reputation, Soltis Investment Advisors continues to deliver comprehensive investment advisory services to individuals and businesses alike.