Sonoma West Advisors offers investment management and financial advisory services to high-net-worth individuals, families, trusts, corporations, and charitable organizations. Services are provided under discretionary, non-discretionary, or consulting arrangements. The firm may also provide financial planning, including financial statement preparation, tax planning, education planning, risk management, retirement planning, and estate planning. Client assets are generally invested in mutual funds, exchange-traded funds, or other pooled investment vehicles.
Assets Under Management$270M
Clients60
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients with assets in excess of $20 million are charged 0.25% per year excluding cash equivalent balances. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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