Fees
Solana Investment Solutions is a fee-only registered investment advisory firm that provides comprehensive financial planning and investment management services.
We do not charge commissions or receive any compensation for referrals. We strive to offer excellent client experience and service offerings while charging fees that are at the lower end of competitors’ range. Billing is done in advance at the beginning of each quarter.
Financial Planning Only
$250 per month
one-year commitment
Investment Management and Financial Planning
0.70%
annually on first $5 million of assets under management, $3,500 annual minimum ($500,000 minimum account size)
0.35%
annually on assets over $5 million