Solomon Investment Consulting, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a fee‑only, single‑advisor registered investment adviser that provides discretionary and non‑discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients and businesses. It manages roughly $27.8 million across about ten client relationships and delivers ongoing portfolio oversight alongside hourly or fixed‑fee planning engagements.
Investment decisions are informed by valuation and fundamental analysis and are implemented through individualized investment policy statements; strategies can include long‑term purchases, shorter‑term trading, and option strategies. The firm conducts periodic account reviews, relies on custodial execution under a best‑execution framework, and documents client objectives and risk tolerances before managing accounts.
Notably, the firm offers a performance‑based fee option, a practice that is uncommon among independent advisers and is limited to clients who meet regulatory qualification criteria; the brochure discloses attendant conflicts and describes procedural safeguards. Managing a small number of client relationships with a comparatively high average account size, and combining standard AUM billing with an available performance‑based program, are distinguishing aspects relative to many solo independent firms.
Client services
Expertise
Fee options
Fixed fees for financial planning range from $2,000 to $10,000 depending on complexity
$0 - $1,000,000: up to 2.5% annually (maximum) Over $1,000,000+: 2.00% annual management fee plus 20% performance fee on gains
$250 per hour for financial planning services
20% of gains above high water mark on accounts with over $1,000,000 AUM; charged quarterly in arrears
Account minimum: $300,000 (discretionary, with discretion to accept less) Fee-only: Asset management fees based on AUM with maximum 2.5%; financial planning charged hourly or fixed fee; no commissions received.
Main office
691 Irolo Street, #504
Los Angeles CA 90005
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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