Know before you begin.

Van Soldat Wealth offers a single service, Global Wealth Planning: an ongoing relationship that integrates investment decisions and the organization of the family’s wealth.

The service has two core deliverables. The Wealth Plan organizes goals, liquidity, retirement, protection, estate planning and international matters. The Investment Policy Statement (IPS) sets the objectives and guidelines for the portfolio.

Both are updated whenever the family or its wealth changes.

Learn about our approach

Van Soldat Wealth’s fee is calculated on the value of each Interactive Brokers account the firm advises on, separately: accounts are not combined to reach lower rates. Rates are annual and applied progressively by tier. Interactive Brokers accrues the fee each U.S. business day, applying 1/252 of the annual rate to the account’s value at the end of the previous day, and deducts the accumulated amount monthly, after the end of each month.

• Up to US$1 million1.00% per year
• US$1 million to US$5 million0.75% per year
• US$5 million to US$10 million0.50% per year
• Above US$10 million0.25% per year

Each rate applies only to the portion of assets within its tier, not to the total value. Fees are negotiable at every tier.

The fee covers Global Wealth Planning in full: the Wealth Plan, the Investment Policy Statement and the ongoing relationship. There is no separate charge for a plan, project or report.

Third parties may charge for custody, brokerage, currency exchange, financial products or other services. Van Soldat Wealth receives none of these amounts.

No. Van Soldat Wealth is paid exclusively by its clients. We do not receive commissions, rebates, brokerage fees, referral fees or incentives from brokers, banks, asset managers, insurers, consórcio administrators or other financial institutions. Our fee-only model reinforces the fiduciary duty to put clients’ interests first.

Fee-only describes how we are paid: only the client pays, with no commission, rebate, referral fee or incentive tied to the sale of products.

Van Soldat Wealth combines fiduciary duty, compensation exclusively from the client, independent custody and prior approval of every transaction. No model eliminates every conflict: with a fee based on assets, we have an economic incentive to increase or retain the assets under advisement, a conflict disclosed in Form CRS and Form ADV.

It means Van Soldat Wealth recommends, but you decide. Every recommendation is subject to your prior approval: we do not move your investments without it.

You understand the strategy, take part in the decisions and keep control over your wealth.

Your assets remain in your name, in custody at Interactive Brokers, an institution independent of Van Soldat Wealth. We do not move your investments without your approval.

It is an investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC) and subject to a fiduciary duty, which requires the client’s interest to be placed first in every recommendation. Van Soldat Wealth’s registration is public and can be viewed on the SEC website.

Yes. We serve Brazilians living in Brazil and abroad, as well as individuals and families with international financial interests. We consider each client’s full context and evaluate solutions across different markets and jurisdictions when that makes sense.

No. We consider the tax and estate implications of wealth decisions and, when needed, coordinate our work with accountants and attorneys.

Van Soldat Wealth does not replace these professionals: it does not provide legal or tax advice, or accounting or tax preparation services.

We start with a no-obligation discovery conversation. We learn your story, your goals and how your wealth is organized, to understand whether what you are looking for aligns with the way we work.