Sousa Financial provides investment advice and financial planning services tailored to individual needs. Sousa Financial offers asset management through the Vision2020 Wealth Management Platform and SEI Management Program. Financial planning services are also available. David Sousa is the President, Chief Compliance Officer and sole Advisory Representative.
Assets Under Management$7.2M
Clients5
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...