Solidarity Wealth, LLC

Solidarity Wealth, LLC is a financial advisory firm based in Lehi, Utah, established to help clients meet their financial goals while considering risk tolerance and time horizons. Acting as a fiduciary, the firm prioritizes clients' best interests and maintains open communication. They offer a wrap fee program where clients pay a single fee for investment advisory services and custodial transaction costs. The firm recommends Pershing Advisor Solutions, LLC as a custodian. Their Wrap Wealth Management service involves a thorough understanding of clients' financial goals, investment objectives, and risk tolerance. Clients are charged a management fee of up to 1.25% of assets under management, paid quarterly. The firm's investment strategies include asset allocation, fixed income, long-term purchases, mutual funds, options, private equity, and private funds. Clients are informed about various risks associated with investing, including market, economic, and operational risks. The firm's representatives are licensed insurance agents and registered representatives of M.S. Howells & Co. They adhere to a Code of Ethics and provide full disclosure of all material facts. Solidarity Wealth, LLC does not provide financial information in the brochure. Clients can contact their portfolio managers directly and are encouraged to review the firm's Privacy Policy for information on client data usage.