Solomon Investments & Financial Planning offers investment advice and financial planning to individuals, high net-worth individuals, businesses, and charitable organizations. For investment management, Solomon uses an asset allocation program through Dunham & Associates Investment Counsel, Inc. Financial planning services cover areas like legacy planning, investments, tax planning, retirement income, and college planning. The firm also holds educational seminars and workshops.
Fee Structure
Solomon Investments & Financial Planning offers investment management through Dunham & Associates Investment Counsel, Inc. (DAIC). The annual fee is 1.00% of your portfolio, plus a 0.25% fee to DAIC. For cash or money market accounts, the annual fee is 0.15%. Solomon may reduce their portion of the annual fee under certain circumstances. Fees are paid quarterly.