Sonas Financial Group provides investment management and financial planning services to individuals, families, small businesses, trusts, and estates. Sonas creates customized investment portfolios based on each client's goals, time horizon, and comfort with risk, operating on either a discretionary basis (making trades without prior approval) or a non-discretionary basis (requiring approval for each trade). In addition to portfolio management, Sonas offers comprehensive financial planning covering cash flow analysis, retirement strategies, tax reduction planning, and estate preservation. The firm also provides consulting services for employer-sponsored retirement plans. Sonas specializes in working with high-net-worth individuals, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable. For amounts over $5,000,000, the fee is determined at engagement. Related accounts may be combined for householding purposes.