Michael Sondheim
Michael Sondheim is a registered investment advisor at South Cove Financial, LLC, based in Henderson, NV, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 237 clients with $150M 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 $2.0M | 1.55% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.30% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Location
Henderson, NV
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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 ActivitiesSells Insurance
Michael is the President of Northwest Senior Resources Corp. (DBA Pacific Group Advisors), an insurance agency and investment advisory firm, dedicating full-time hours to selling annuities, life insurance, Medicare, and providing investment advisory services. He also volunteers as a presenter for American Financial Education Alliance and owns Pacific Financial Solutions.
Employment History
Current Registrations
South Cove Financial, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Ae Wealth Management, LLC
Global Financial Private Capital, 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.