Sam Bakou is a CFP-designated registered investment advisor at Sora Wealth, LLC, based in Lincolnwood, IL, with 20 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 28 clients with $30M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable for accounts over $10 million. For client engagements after January 1, 2024, the sub advisor fees will be separate and in addition to the fee charged by Sora Wealth. Such fees will not exceed 0.30% of assets under management and will be clearly communicated to the client by the sub adviser.
Fee Estimator
Location
7358 N Lincoln Ave, Unit 170, Lincolnwood, IL, 60712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sora Wealth, LLC
Previous Registrations
Vantage Financial Partners Limited
State Registrations1 state
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