Solid Point Wealth Advisors, LLC's Form ADV discloses 1.00% on the first $2 million, 0.75% on the next $8 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #323093), Solid Point Wealth Advisors, LLC is subject to fiduciary duty under federal law.
Solid Point Wealth Advisors, LLC serves 127 high-net-worth clients according to their SEC filing dated August 21, 2026. View client details ↓
According to their SEC Form ADV, Solid Point Wealth Advisors, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
Solid Point Wealth Advisors, LLC manages $120 million in client assets according to their SEC filing dated August 21, 2026.
According to their SEC Form ADV, Solid Point Wealth Advisors, LLC serves high-net-worth individuals and institutional clients. View client details ↓