Mark Struthers
Mark Struthers is a CFP-designated registered investment advisor at Sona Wealth, Sona Wealth Management, Sona Wealth Advisors, based in Chanhassen, MN, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 22 clients with $14M 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 $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees above $3,000,000 are negotiable.
Fee Estimator
Contact
Mark Struthers
Location
Chanhassen, MN
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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 Activities
The provided text only contains the business name "Sona Financial" and does not provide any information about Mark's other business activities or whether he sells insurance products. Therefore, a meaningful summary cannot be generated.
Employment History
Current Registrations
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors
Previous Registrations
Fiscal Fitness Clubs
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors
LPL Financial LLC
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.
Exams
Additional Information
Your family can live for today when you are confident about tomorrow! Being an independent Chartered Financial Analyst (CFA - investing) and a CERTIFIED FINANCIAL PLANNER® professional (CFP® - planning & tax) allows Mark to address all aspects of your financial life. Mark is an expert at planning for college, retirement, and equity compensation. Mark is often featured in major publications, including being a frequent contributor to Bloomberg Wealth @ www.SonaWealthAdvisors.com