William
Wallace
Soltis Investment Advisors, LLC
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About this Advisor
William Wallace is a chartered financial analyst working in Saint George, Utah who has 9 years of relevant experience. Wallace is an employee of Soltis Investment Advisors, LLC. They have been employed by Soltis Investment Advisors, Llc for the entirety of their career. Wallace is able to advise clients in California, Nevada, Texas and Utah. Soltis Investment Advisors, LLC is a registered investment business operating out of Saint George, UT. The investment advisory business has offices in seven locations and a total of 56 employees. It manages $6 billion in assets under management among its 3,387 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 18 charitable organizations. Of its 3,387 customer accounts, 50% are held by high-net-worth individuals who have at least $1 million in investable assets. Soltis Investment Advisors, LLC offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice largely are based on which services the firm provides the client. Fees charged by Soltis Investment Advisors, LLC can include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$5,644,684,596
56
3,387
$1,666,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
William Wallace Work History
William has been registered as a financial advisor for 9 years.*
Soltis Investment Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Wallace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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