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The fee is billed in advance and is negotiable.","source":"FORM ADV 2A, filed 6 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Solidarity Wealth use?","answer":"Solidarity Wealth’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $704M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Solidarity Wealth have?","answer":"Solidarity Wealth has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Solidarity Wealth invest in?","answer":"At the end of its last fiscal year, Solidarity Wealth’s separately managed accounts held 65% exchange-traded equities, 14% U.S. government and agency bonds, 12% pooled vehicles (private funds and similar), 4% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Solidarity Wealth?","answer":"Solidarity Wealth is owned through a holding company by Jeffrey McClean, William Mortimer and Zachary Whitchurch. Its direct owners are Solidarity Holdings, LLC (75% or more) and DPWS Holdings LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Solidarity Wealth get paid?","answer":"Solidarity Wealth is paid through a percentage of assets under management, subscription fees and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Solidarity Wealth registered with the SEC?","answer":"Yes, Solidarity Wealth has been registered with the SEC as an investment adviser since 22 October 2021. 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