SOLTIS INVESTMENT ADVISORS, LLC
St. George, Utah
3.4
12 Reviews
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...
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Assets Under Mgmt

$5.64B

Investment Professionals

36

Locations

7

% 401K & Individual

5%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
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