A complete list of active advisors currently associated with Solomon Investment Consulting, Inc.
Warmer can help you find a great advisor at Solomon Investment Consulting, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Solomon Investment Consulting, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 25
|
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