Advisor at Solaris Private Wealth Management
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Firm
Solaris Private Wealth Management
Location
Austin, TX 78730
Credentials
Series 66
Industry experience
22 years
Kai Lamb is a financial advisor at Solaris Private Wealth Management in Austin, TX, with 22 years of industry experience. He holds the Series 66 designation and has led Solaris since 2006. Outside of advising, he is a member and manager of Genesis Web Solutions, a web hosting business. Solaris Private Wealth Management serves individuals, small business owners, and nonprofit foundations, providing investment advisory, financial planning, and educational workshops. The firm uses Modern Portfolio Theory and a mix of no-load mutual funds, low-cost ETFs, individual equities, and fixed income to tailor portfolios according to each client’s risk profile.
Based on Solaris Private Wealth Management
$0 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% $3,000,000+: Negotiable
Fee-only: Fee-only firm; compensation solely from advisory fees based on AUM
6500 River Place Blvd, Bldg 7 Suite 250
Austin, TX 78730
Texas
Solaris, Llc Dba Solaris Private Wealth Management
2006 - Present (20 years)
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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