Sonata Capital Group provides professional investment management based on client guidelines. These guidelines are established at the beginning of the relationship and monitored over time. Sonata also offers general financial planning guidance to help clients achieve their financial goals, working with their estate planning attorneys and tax professionals.
Assets Under Management$330M
Clients190
Advisors5
Avg. per Client$1.8M
Avg. per Advisor$67M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Household Assets as well as Family of Account Relationships are aggregated for fee structure breakpoints. Extenuating circumstances could require fee negotiation and/or manager grandfathered fees, i.e.: non-supervised assets, closely held corporations, charitable funds, or related accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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