Sonja White
Sonja White is a ChFC-designated registered investment advisor at Fortune Wealth Management, LLC, based in Dallas, TX, with 39 years of industry experience. Sonja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 201 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
5910 N. Central Expy, Suite 1599, Dallas, TX, 75206
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sonja is an independent insurance agent since 1981, selling life, health, and disability insurance, dedicating minimal time to this activity. She is also a full-time owner-operator of Fortune Wealth Management, LLC, an SEC-registered investment advisor.
Employment History
Current Registrations
Fortune Wealth Management, LLC
Previous Registrations
Silver Oak Securities, IncorporatedBroker
United Securities Alliance, INC.Broker
Fortune Financial Services, LLC
Walnut Street Securities, INC.Broker
David Huckin and Associates INC.Broker
Delta Life Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.