SoHo Financial Services offers investment advice and manages client portfolios based on their individual needs and goals. They provide continuous advice, develop investment policies, and manage portfolios on a discretionary basis. SoHo Financial Services also offers consulting services on specific financial topics. A minimum of $1,000,000 of assets under management is required for investment supervisory services.
Assets Under Management$1.3M
Clients2
Advisors1
Avg. per Client$650K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
A minimum of $1,000,000 of assets under management is required for this service. Account size and fees may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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