Sonas Financial Group offers investment management services where they determine your investment goals, risk tolerance, and time horizon to create a tailored investment strategy. They can manage your account with or without your prior approval for each transaction. Sonas also provides services to retirement plans and financial planning and consulting services. Financial planning includes evaluating your current and future financial state to predict cash flows and asset values.
Assets Under Management$130M
Clients106
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees determined at engagement for assets over $5,000,000. The rate of 0.5% was used for the schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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