Sonny Blanchard is a CFP-designated registered investment advisor at Angelus Wealth, LLC, based in Sugar Land, TX, with 5 years of industry experience. Sonny 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, Investment Management, and 2 more.
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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are based on blended tiers and calculated on the average daily balance of the account.
Fee Estimator
Location
77 Sugar Creek Center Blvd, Suite 600, Sugar Land, TX, 77478
Get directionsHistory
Regulatory History (1)
Financial
June 2024Other Business Activities
Sonny Blanchard is the Principal of Titan Tax and Titan CFO, providing tax preparation, accounting, and business consulting services since October 2023, taking about three-quarters of his time. He also works as an Investment Adviser Representative for Titan Wealth Management, dedicating about a quarter of his time to providing investment advice and financial planning.
Employment History
Current Registrations
Angelus Wealth, LLC
Previous Registrations
Origin Financial
Blanchard Wealth Partners
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.