Sonali Patel is a registered investment advisor at Prime Capital Financial, based in San Antonio, TX, with 5 years of industry experience. Sonali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
7373 Broadway, Suite 107, San Antonio, TX, 78209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sonali is a board member for Teach For America and Restore Education, both starting in January 2023. She dedicates minimal time to each of these non-investment related activities.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Texas Capital Bank Private Wealth Advisors
Martin Capital Advisors, LLP
Sharespost Financial CorporationBroker
Goldman, Sachs & CO.Broker
State Registrations1 state
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