Solid Point Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$119,670,103
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
227
56% high-net worth
Total advisors
4
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
57
Average account size
$527,181
About
Solid Point Wealth Advisors is a team-based registered investment adviser managing about $119.7 million on a discretionary basis for roughly 227 clients, serving individual investors (including high-net-worth clients), plan sponsors, and businesses. The firm’s primary services are discretionary portfolio management and retirement plan consulting, including non-fiduciary ERISA support and participant education.
Investment advice is tailored to each client’s objectives and delivered under discretionary authority and through firm-developed model portfolios, employing methods that include fundamental, technical, cyclical, and charting analyses and occasional short-term trading. Fees are charged as a percentage of assets and billed quarterly, and clients are asked to maintain accounts at a designated qualified custodian.
Distinctive features include the absence of standalone financial planning as a core offering, with the firm instead focusing on managed portfolios and retirement plan work—an uncommon mix for team firms. The firm also requires directed brokerage with a specific custodian, does not routinely aggregate trades, does not vote proxies on client accounts, and discloses the potential conflict of interest when recommending IRA rollovers because rollovers increase assets under management.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Fee options
Under $2 Million - $2,000,000: 1% $2,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable
Main office location
Solid Point Wealth Advisors, LLC
Manlius NY, United States
Number of offices
1
Most active in
Solid Point Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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