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Individual investors consult with Solari Investment Advisory Services using two different approaches:

  1. One-Time Consultation
    This two-hour consultation is designed for investors who are experienced, well served by their current advisors, or have a specific issue and need a limited amount of time to understand how to apply our approach. Consultations are provided to individuals for a flat fee of $1,500, payable in advance. Consultation clients receive complimentary access to The Investors Collection of Solari Audio Seminars in MP3 format and to the streaming version of Catherine's "Investment Strategies for Changing Times."

  2. Ongoing Relationship via Retainer
    This is a traditional client relationship that is renewed for 25-week periods by mutual agreement. Fee information will be forwarded to the e-Mail address provided in the form below. In addition, retainer clients receive complimentary access to The Solari Report.
 

Please contact us by telephone at (731) 764-5168
or e-mail inquiries@solariadvisors.com

 

 
 
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