Sonia Patel is a CFA-designated registered investment advisor at Arbor Trust Wealth Advisors, LLC, based in Ann Arbor, MI, with 8 years of industry experience. Sonia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 441 clients with $610M 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 $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees may be negotiable. For 403(b) accounts: Up to $1,000,000: 0.70%, Above $1,000,000: 0.60%. Minimum relationship fee of $5,000 applies.
Fee Estimator
Location
825 Victors Way, Suite 150, Ann Arbor, MI, 48108
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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
Sonia is an Investment and Finance Committee Member for the Ann Arbor Area Community Foundation since February 2022. This activity requires minimal time.
Employment History
Current Registrations
Arbor Trust Wealth Advisors, LLC
Previous Registrations
M&i Investment Management CORP.
State Registrations1 state
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