How does Solari Investment Advisory Services differ from other investment advisory services?

• Our investment analytics focus on long-term fundamental economics
• Our analytics integrate non-transparent aspects of the political economy
• We seek to reduce risk by avoiding investments that have negative returns to living systems
• We do not take discretionary control of accounts or custody of money
• Advisory fees are not determined by how many transactions you do

Does Solari Investment Advisory Services recommend specific investments?

Yes, we do. We may also recommend other brokers or investment advisors.

What are Solari Investment Advisory Services' fees?

Our compensation is not transaction-related —meaning, fees are not determined by by how many transactions you do.  Advisory fees are based on the investor's profile: individual, Solari Circle (investment club) corporation, foundation, or investment advisor.  Fees also differ based on whether a one-time consultation is requested (for individuals, Solari Circles, and foundations) or an ongoing relationship via retainer.

To receive information on advisory fees, visit the Getting Started section and submit the questionnaire. We will respond with information describing our fee schedule.

What are the differences between a one-time consultation and an ongoing relationship via retainer?

A one-time consultation (available for individuals, Solari Circles and foundations) is well-suited to clients who are knowledgeable but who have traditionally not had our financial "map." These clients typically require (2) hours of question-and-answer and may proceed with transactions via their own broker or financial service.  Because a limited amount of time is involved, fees are lower. And, as an added benefit, the Complete Collection of Solari Audio Seminars in MP3 format is included.

An ongoing relationship via retainer offers the traditional advisor / client approach.