Sonoma Private Wealth offers investment advice tailored to clients' needs and objectives. Services include discretionary and non-discretionary portfolio management, financial planning, pension consulting, and family office/wealth planning. They may use sub-advisers and model portfolios. Financial plans cover various aspects of financial resource management. Sonoma Private Wealth also offers sub-advisory services to other registered investment advisors.
Assets Under Management$140M
Clients66
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee varies between 0.25% to 1.25% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...