Solomon Investment Consulting provides investment management services, both with and without discretion, and financial planning on an hourly or fixed-fee basis. Solomon Investment Consulting creates investment strategies based on individual client goals, time horizons, and risk tolerance. Financial planning services include a review of wills, estate plans, investments, taxes, and insurance.
Fee Structure
Solomon Investment Consulting manages investments for a percentage of the value of your portfolio, with a maximum annual fee of 2.5%. Accounts within the same household may be combined for a reduced fee.
For accounts over $1,000,000, Solomon Investment Consulting charges 2.00% annually, plus a performance fee of 20% of any increase from the previous quarter (high water mark).