Top financial advisors in Rockledge, FL
We’ve curated a list of the best financial advisors in Rockledge, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$180,000,000
Number of advisors
3 advisors
| $180,000,000 | 3 advisors | |
| 2 |
Assets under management
$30,000,000
Number of advisors
6 advisors
| $30,000,000 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rockledge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rockledge. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$180,000,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesQuility Financial Advisors
Quility Financial Advisors, established in July 2019, offers financial planning services covering various areas such as tax planning, retirement planning, and risk management. Their portfolio management services are customized to individual needs and objectives, with discretion to create tailored portfolios based on model portfolios or strategies. The firm manages approximately $71,000,000 in client assets as of January 29, 2025. Clients are charged an annual management fee of up to 1.95% of assets under management, along with a 0.10% trading cost fee. The firm does not charge performance-based fees or engage in side-by-side management. They cater to individuals and high net worth individuals with a minimum account size of $20,000, which may be waived at their discretion. Quility Financial Advisors utilize technical and fundamental analysis for investment decisions and offer services through a third-party platform for managing held-away assets. The firm operates as a fiduciary, prioritizing clients' interests and maintaining ethical standards through their Code of Ethics. Clients receive quarterly account statements and financial plans, with periodic reviews based on market conditions or changes in the client's financial situation. The firm does not vote proxy votes for clients and holds client assets with a qualified custodian, Schwab.
$30,000,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rockledge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rockledge. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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