Bryan Sonderby
Bryan Sonderby is a registered investment advisor at Dark Horse Advisors LLC, based in San Clemente, CA, with 9 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 130 clients with $100M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The Advisory Fee is negotiable and may be a fixed percentage instead of the tiered rate or the Advisory Fee may be a fixed dollar amount charged quarterly in advance.
Fee Estimator
Location
San Clemente, CA
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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
Bryan is an independent insurance agent and business consultant with The Crestwell Group. He offers business consulting, exit planning, and various insurance products, including life, long-term care, and disability insurance.
Employment History
Current Registrations
Dark Horse Advisors LLC
Previous Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Sagepoint Financial, INC.
Independent Capital Management
Regal Investment Advisors 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.