Solomon Api LLC

Solomon API LLC is a registered investment adviser located in Rockledge, FL. The firm was established in 2012 and specializes in financial planning and portfolio management services. The firm's investment philosophy focuses on value, safety, and quality to seek global investment options while emphasizing risk control to minimize losses. Solomon API manages approximately $362,000,000 in client assets on a discretionary basis, with a minimum account size of $20,000 that may be waived at the firm's discretion. For financial planning services, Solomon API charges an hourly rate of $300, and for portfolio management services, the firm charges an annual management fee based on a percentage of assets under management, with a maximum fee of 1.95%. The firm does not charge performance-based fees. Clients have the option for discretionary or non-discretionary management, with the firm preferring discretionary management. Solomon API does not have any disciplinary information within the past 10 years and does not have a material interest in any securities. The firm uses various methods of security analysis, including technical and fundamental analysis, and offers tailored services without allowing significant client-imposed restrictions. Solomon API participates in the institutional advisor program offered by Charles Schwab & Co., Inc., receiving benefits from the program. Clients' funds and securities are held by third-party custodians, and the firm has the ability to instruct the custodian to deduct management fees directly from client accounts. Solomon API prefers discretionary management but accepts non-discretionary management requests on a client-by-client basis. The firm does not respond to proxies for client securities and has not been subject to bankruptcy proceedings.