Solomon Investment Group (SIG) provides ongoing investment management based on individual client goals and risk tolerance. SIG creates an Investment Policy Statement for each client to guide portfolio selection. SIG also offers financial planning services covering areas like investment planning, insurance, taxes, retirement, and college planning. SIG may request authority to make trades without asking first.
Assets Under Management$6.9M
Clients58
Advisors1
Avg. per Client$120K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...