Sonya Lincolnhol is a registered investment advisor at Retireful LLC, based in Grand Rapids, MI, with 7 years of industry experience. Sonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $230M in assets under management.
Compensation
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Fee Structure
Mohr Capital Management (MCM) does not directly manage investments for individual investors. MCM manages investments for pooled investment vehicles, such as exchange-traded funds (ETFs) and collective investment trusts (CITs), and separately managed accounts (SMAs) for institutional investors. MCM receives a management fee for these services, as detailed in the applicable prospectus or offering memorandum. For SMAs, fees are negotiable and range up to 0.50% depending on the strategy, restrictions, and asset level.
Location
Grand Rapids, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Retireful LLC
Previous Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
State Registrations1 state
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