SoHo Financial Services LLC provides discretionary investment management and model portfolio management services to individuals, high net worth individuals, charitable organizations, and businesses. SoHo Financial Services builds personalized portfolios based on each client's specific objectives, time horizons, risk tolerance, and liquidity needs. The firm utilizes fundamental, technical, quantitative, and qualitative analysis, along with asset allocation strategies, to manage portfolios. In addition to individual portfolio management, SoHo Financial Services offers model portfolios covering various asset allocations ranging from fixed income to equity. Clients can also receive focused consulting services addressing specific financial topics. The firm requires a minimum investment of $1,000,000 for its primary portfolio management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees and account minimums are negotiable under certain circumstances. Consulting services are also charged as a percentage of assets under advisement ranging from 0.25% to 0.50%.