Nicholas Sloane is a ChFC-designated registered investment advisor at Solomon Api LLC, based in Rockledge, FL, with 16 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,377 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Solomon API manages investment portfolios for a fee based on a percentage of the assets in your account. The maximum annual management fee is 1.95%, but the actual fee is negotiable. The fee is calculated monthly in advance based on the value of your account at the end of the previous month and is deducted directly from your account. This fee does not include brokerage fees or other costs charged by custodians or fund managers.
Location
1950 Rockledge, Unit 201, Rockledge, FL, 32955
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is the owner of Sloane Wealth Management SM, where he focuses on insurance sales and services. This activity takes nearly full-time.
Employment History
Current Registrations
Solomon Api LLC
Previous Registrations
Ae Wealth Management, LLC
Wealth Watch Advisors, LLC
Sgl Financial, LLC
Sloane Wealth Management LLC
USA Wealth Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.