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Solitude Financial Services, Inc.
Charlottesville, Virginia
Solitude Financial Services, Inc., a small investment advisory firm based out of Charlottesville, VA, caters to high net worth individuals seeking expert guidance for their financial goals. With over 40 individual clients and a staggering $187,741,000 in assets under management, Solitude Financial Services has established itself as a trusted partner in wealth management.
The firm operates from two offices, providing personalized services to clients across the region. While 401K and individual accounts make up less than 30% of their assets under management, Solitude Financial Services also possesses the capability to manage employ...see more
Assets Under Mgmt
$187.74M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Solitude Financial Services, Inc.
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