Soltis Investment Advisors, LLC

Soltis Investment Advisors, LLC is a SEC registered advisory firm established in 1993, based in St. George, Utah. The firm specializes in providing investment management services to individuals, high net worth individuals, institutions, trusts, endowments, charitable organizations, foundations, and pension plans with a minimum account threshold of $750,000. Soltis offers services such as financial planning, pension/401(k) consulting, and automated portfolio management. The firm's investment strategy is based on Modern Portfolio Theory principles and other methods to maximize risk-adjusted returns. Soltis charges advisory fees based on a percentage of assets under management, with fees ranging from 0.60% to 1.25% annually. The firm may offer performance-based fees to qualified clients. Soltis has not had any material changes to its advisory personnel or business since October 2022. The firm has established policies and procedures to safeguard client information and comply with federal regulations. Soltis does not maintain physical custody of client assets but works with qualified custodians to ensure transparency and security. The firm has a privacy policy in place to protect client information and restrict access to authorized personnel only.