Somnio Financial Group provides financial planning, consulting, and investment management services. Somnio manages client assets primarily through exchange-traded funds (ETFs). Financial planning and consulting services may include net worth statements, cash flow analysis, investment account reviews, tax planning, retirement planning, insurance reviews, estate planning, and education planning. Somnio generally includes financial planning and consulting services in its investment management fee for clients whose investment management fee exceeds $8,000 annually.
Assets Under Management$170M
Clients103
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Somnio may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...