Solomon API LLC

5. FEES AND COMPENSATION
       A. FINANCIAL PLANNING SERVICES
We charge an hourly rate of $300 per hour for financial planning services. The number of hours
will vary depending upon the complexity of the client’s financial situation and the preparation and
research required to address the client’s financial issues and concerns. The estimated number of
hours required, and the fee will be set forth in the Financial Planning Agreement. Hourly fees for
consulting services are agreed upon in advance in writing and due upon the signing of the Financial
Planning Agreement. For prepaid fees in excess of $1,200.00, services will be completed within
six months of the date fees are received.
Termination of the Financial Planning Services
A client may terminate the financial planning services for any reason within the first five (5)
business days after signing the Financial Planning Agreement without any cost or penalty. After
five (5) days if a client cancels, any prepaid fees will be refunded on a prorated basis based upon
the number of hours worked. The written notice of termination must be sent to Solomon API LLC,
1950 Rockledge Blvd., Unit 201, Rockledge, FL 32955.
       B. PORTFOLIO MANAGEMENT SERVICES
Our portfolio management fee is an annual fee based on a percentage of the assets under
management in the client’s account. Our maximum annual management fee is 1.95%. The
management fee is negotiable, and the negotiated management fee will be stated in the client’s
signed agreement. The management fee is calculated and billed monthly in advance. The
management fees will be calculated based on the account value as of the last business day of the
previous month as reported by the custodian. The management fee will be deducted directly from
the client’s account. Our management fee includes the management fee of any subadvisor used on
the client’s account. Please see Item 15 for additional details.
For our participant account management clients, we will request the ability to deduct the fee from
another account we manage for the client.
The management fee is separate and distinct from brokerage fees, transaction fees, and other
related costs and expenses that are incurred by the client. Clients may incur certain charges
imposed by custodians, brokers, third party investment and other third parties such as fees charged

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by mutual fund and exchange traded fund managers, custodial fees, deferred sales charges, odd-
lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on
brokerage accounts and securities transactions. Mutual funds and exchange traded funds also
charge internal management fees, as disclosed in a fund’s prospectus, which are separate and
distinct from the fee. Such charges, fees and commissions are exclusive of and in addition to our
management fee, which it does not receive any portion of these commissions, fees, and costs. For
additional information on our brokerage practices please see Item 12, below.
The management fees will not be based upon a share of capital gains or capital appreciation of the
funds or of any portion of the funds under advisory contract. Because the management fee is
charged in advance, we will not collect the management fee six or more months in advance of
services to be rendered.
Termination of the Portfolio Management Services
A client may terminate our Portfolio Management Agreement for any reason at any time, and
within the first five (5) business days after signing the contract and receive a 100% refund of any
prepaid fees, without any cost or penalty. Thereafter, the Agreement may be terminated at any
time by giving ten (10) days written notice to Solomon API LLC, 1950 Rockledge Blvd., Unit
201, Rockledge, FL 32955. Management fees are calculated and billed monthly in advance and
are deemed earned when assessed. Accordingly, no prorated refund of advisory fees will be
provided upon termination. Any advisory fees previously assessed for the current billing period
shall be retained by the Firm.
RETIREMENT ROLLOVER CONFLICTS OF INTEREST
When we recommend you rollover a retirement account for us to manage, this creates a financial
incentive because we charge a fee for our services. We attempt to mitigate the conflict of interest
by acting in your best interest and applying an impartial conduct standard to all rollovers. Please
note that you are not under any obligation to roll over a retirement account to an account managed
by us.

7. TYPES OF CLIENTS
Our services are offered to individuals and high net worth individuals. We require a minimum
account size of $20,000. However, our minimum account size may be waived at our discretion.