Sowa Financial Group (SFG) offers investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. SFG provides continuous investment advisory services based on client objectives and market conditions. Financial planning services are offered as a stand-alone service, resulting in a written financial plan. SFG also offers access to certain programs offered by Commonwealth Financial Network.
Assets Under Management$520M
Clients572
Advisors4
Avg. per Client$900K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.65% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | Included |
Fees on amounts over $2,000,000 are as agreed upon. Existing clients may be offered a discounted rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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