Solitude Canyon Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,000,000
Clients
15
Advisors
1
of 1 employees
About
Solitude Canyon provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, businesses and non-profit organizations. Services include development of written financial plans, implementation of investment strategies, and retirement plan participant education and consulting.
The firm builds a written Investment Policy Statement for each client and uses a Riskalyze-derived Risk Score to design custom portfolios that are periodically rebalanced; it also offers portfolios structured to prioritize income generation using stocks, bonds, REITs and MLPs. Clients can impose investment restrictions and may receive ongoing reviews and reporting as circumstances change.
Notably, the adviser also works with institutional-type clients — including pension or profit-sharing plans and at least one insurance company client — and monitors retirement plan assets as part of its practice, which is less common among similar independent advisers. The firm provides investment management for variable annuities and assists clients in quantifying insurance needs and identifying licensed agents without acting as an insurance seller.
Client services
Expertise
Fee options
Project fees fixed at beginning of engagement, negotiable
0.75% annually
$50/hour to $125/hour, negotiable by complexity
Account minimum: $250,000
Main office
Fountain Hills AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Solitude Canyon Investment Advisors · Solitude Canyon Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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