Solitude Canyon Investment Advisors, LLC logo

Solitude Canyon Investment Advisors, LLC

Updated today

Total assets under management

$27,000,000

Total clients

15

40% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

15

Average account size

$1,800,000

About

Solitude Canyon provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, businesses and non-profit organizations. Services include development of written financial plans, implementation of investment strategies, and retirement plan participant education and consulting.

The firm builds a written Investment Policy Statement for each client and uses a Riskalyze-derived Risk Score to design custom portfolios that are periodically rebalanced; it also offers portfolios structured to prioritize income generation using stocks, bonds, REITs and MLPs. Clients can impose investment restrictions and may receive ongoing reviews and reporting as circumstances change.

Notably, the adviser also works with institutional-type clients — including pension or profit-sharing plans and at least one insurance company client — and monitors retirement plan assets as part of its practice, which is less common among similar independent advisers. The firm provides investment management for variable annuities and assists clients in quantifying insurance needs and identifying licensed agents without acting as an insurance seller.

Client services

Financial planning Portfolio management

Expertise

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

Main office location

Solitude Canyon Investment Advisors, LLC

Fountain Hills AZ, United States

Number of offices

1

Most active in

Arizona

Disclosures

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

Business activities & affiliations

Warmer team member

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