Is Solid Finance Credit a fiduciary?
The source website states that its advisors operate under a fiduciary standard where applicable. Specific legal and regulatory status should be confirmed for the service and jurisdiction involved.
Which states do you serve?
The source website states service across all 50 U.S. states and the District of Columbia, subject to state-specific licensing and product availability.
How are your fees structured?
The source site lists Starter at $99/month, Growth at $249/month, and Premium at $599/month, with additional investment-management fees described on the pricing content.
What is the minimum investment?
The source site lists a $100,000 minimum for Growth and $1,000,000+ for Premium, while Starter has no minimum.
How quickly can I get a loan pre-approval?
The source site describes conditional mortgage pre-approvals within 48 hours after complete documentation, with other products subject to their respective requirements.
Can I keep my current insurance carrier?
Yes, the source site says clients can keep existing coverage when it remains competitive and appropriate.
What happens if I cancel?
The source site describes month-to-month service with 30 days' written notice. Engagement-specific terms should be reviewed before cancellation.
How do you protect my data?
The source policy describes encryption, multifactor authentication, and other security controls. See the full Privacy Policy page for the website's stated practices.