Sonji Tucker
Sonji Tucker is a registered investment advisor at Centaurus Financial, INC., based in Glen Allen, VA, with 27 years of industry experience. Sonji operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
3954 Springfield Road, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Financial
September 2018Other Business ActivitiesSells Insurance
Sonji owns SRT Wealth Design Group, LLC, where she dedicates full-time hours to insurance sales, including fixed life, fixed indexed annuities, LTC, and disability. She also spends minimal time as a speaker at Richmond Heritage Federal Credit Union and a few hours per week with Estate Guru, providing estate planning solutions.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
Crestar Securities CorporationBroker
State Registrations4 states
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.