Brett Sohns
Brett Sohns is a registered investment advisor at Lifegoal Investments, LLC, based in Saratoga Springs, NY, with 16 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 291 clients with $360M 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 $1000K | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $40.0M | 0.40% |
| $40M+ | Included |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Saratoga Springs, NY
Get directionsHistory
Regulatory History (1)
Criminal
April 2008Other Business Activities
Brett owns Forever Young Spring, LLC (commercial real estate) and LifeGoal Lending LLC, dedicating minimal time to each. He is also a co-founder of LifeGoal Investments, LLC, but spends no time on this activity.
Employment History
Current Registrations
Lifegoal Investments, LLC
Previous Registrations
Lifegoal Investments LLC
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Hartford Funds Distributors, LLCBroker
Schroder Fund Advisors LLCBroker
Blackrock Investments, LLCBroker
Blackrock Fund Distribution CompanyBroker
Legg Mason Investor Services, LLCBroker
State Registrations3 states
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.