Satori Financial specializes in financial planning for working professionals and single individuals, especially those beginning again after divorce. Satori helps clients align their resources with their values, offering financial life planning (investment management combined with financial planning), financial plan reviews, and pre-marital/divorce consulting.
Assets Under Management$46M
Clients23
Advisors1
Avg. per Client$2M
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable. Existing clients may have a different fee structure. Financial Life Planning services are most appropriate for clients with at least $500,000 of investable assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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