Solomon and Associates offers investment management and financial planning services. They help clients with investment management, setting financial goals, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. They invest in mutual funds, exchange traded funds, stocks, bonds, and alternative investments. They manage investments based on a client's Investment Policy Statement, which outlines their goals and risk tolerance.
Assets Under Management$11M
Clients15
Advisors2
Avg. per Client$720K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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