Sonya Mughal is a CFA-designated registered investment advisor at Bailard, INC., based in Foster City, CA, with 26 years of industry experience. Sonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,137 clients with $7.6B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum annual fee of $20,000. Fees are negotiable based on relationship size, scope of services, and legacy arrangements.
Fee Estimator
Location
950 Tower Lane, Suite 1900, Foster City, CA, 94404-2131
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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
Sonya holds positions as Director and Treasurer with Bailard General Partners I, Inc., Director of Bailard Real Estate Investment Trust, Inc., and Director of BB&K Holdings, Inc. These are affiliated investment-related private funds and Bailard, Inc.'s parent holding company.
Employment History
Current Registrations
Bailard, INC.
Previous Registrations
Bailard Fund Services, 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.
Exams
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