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Randolph Reinwasser

Advisor at Solitude Canyon Investment Advisors, LLC

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Solitude Canyon Investment Advisors, LLC logo

Firm

Solitude Canyon Investment Advisors, LLC

Location

Fountain Hills, AZ

Credentials

Series 65

Industry experience

17 years

About

Randolph Reinwasser is the sole advisor at Solitude Canyon Investment Advisors, LLC, holding a Series 65 designation with 17 years of industry experience. He has led the firm since 2009. Solitude Canyon Investment Advisors provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, businesses, nonprofits, and qualified retirement plans. The firm emphasizes customized portfolios based on written Investment Policy Statements and a disciplined asset-allocation process, serving both individual and institutional clients, including insurance company accounts and pension or profit-sharing plans.

Client services

Based on Solitude Canyon Investment Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Solitude Canyon Investment Advisors, LLC

Income planning College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Project fees fixed at beginning of engagement, negotiable

Percentage

0.75% annually

Project-based

$50/hour to $125/hour, negotiable by complexity

Other

Account minimum: $250,000

Location

Fountain Hills, AZ

Most active in

Arizona

Work history

Solitude Canyon Investment Advisors, LLC

2010 - Present (16 years)

Solitude Canyon Investment Advisors, LLC (151830)

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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