Soo Financial, operated by Michael Soo, provides financial planning, investment consulting, and investment management services. Soo Financial primarily manages investments using its authority to make trades for clients. Portfolios are built using stocks, bonds, mutual funds, and exchange-traded funds, aiming for capital growth and managing risk. The portfolios become more conservative as clients get closer to retirement.
Assets Under Management$23M
Clients23
Advisors1
Avg. per Client$980K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard fee is 0.25% per quarter (1.0% annually). For accounts with greater than 80% cash, cash equivalents or fixed income bearing securities, the fee will be reduced to 0.10% per quarter (0.4% annually).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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