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Wayne Demeester

Advisor at Soltis Investment Advisors, LLC

Updated today

Location

Sammamish, WA

Credentials

Series 63, Series 65

Industry experience

23 years

About

Wayne Demeester is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Definitive Advisors LLC since 2011. Outside of his advisory role, he serves on the BYU Marriott School of Business Entrepreneur Advisory Board and holds board and partnership positions in several private companies, including Vesiflo Inc. and Blue Sky Inc. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct diversified portfolios.

Client services

Based on Soltis Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Soltis Investment Advisors, LLC

Wealth management Retirement income strategy Charitable giving & philanthropy Business Financial Management

Occupation focus

Based on Soltis Investment Advisors, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting fees generally range from $500 to $50,000 fixed fee.

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.15% $2,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.80% $10,000,000+: To be negotiated with Client

Performance-based

Performance-based fees offered to Qualified Clients contingent on performance exceeding benchmarks.

Other

Account minimum: $750,000 Fee-only: Financial planning and consulting fees generally range from $500 to $50,000 fixed fee, or $2,500 to $6,000 per month; fees are negotiable.

Location

Sammamish, WA

Most active in

Washington

Work history

Definitive Advisors Llc.

2011 - Present (15 years)

Disclosures

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

Business activities & affiliations

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Active portfolio management Concentrated stock management
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Options & derivatives strategies Concentrated stock management Private / alternative investments
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Passive / index investing Tax-loss harvesting
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Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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General retirement planning Retirement withdrawal strategies Tax strategies for small businesses Business exit / sale strategy Debt management Founder/Business Owner
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