Solomon Capital Partners provides ongoing asset management services, managing custodial accounts with continuous supervision. They offer investment opportunities in stocks, bonds, mutual funds, ETFs, REITs, and options. Financial planning is included with asset management at no additional fee. They also offer retirement plan consulting services to plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.38% |
| $20M+ | 0.25% |
Fees are negotiable. The Retirement Plan Advisory and Consulting Fee Schedule is the same as the Asset Management Fee Schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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