Sonen Capital provides investment advisory and management services, creating customized investment solutions that integrate social and environmental impact strategies. Sonen offers asset allocation and manager selection services to construct portfolios based on a client's financial and impact goals. Sonen uses a tactical allocation strategy to reduce risk and increase financial performance and desired social/environmental impact.
Fee Structure
Sonen Capital charges a quarterly investment advisory fee that ranges up to 2.0% per year. The fee depends on the type and complexity of the investment strategy and the size of the account. These fees may be negotiable. Sonen also has negotiated, fixed-fee arrangements with clients, with the level of fixed fees varying based on the scope of services provided.