Sona Wealth, Sona Wealth Management, Sona Wealth Advisors
Fee-Only (% of Portfolio)Fixed/Hourly
Sona Financial, operating as Sona Wealth and Sona Wealth Advisors, offers investment management and financial planning services to individuals, families, and business owners. Sona Financial develops investment plans based on client goals and risk tolerance. Financial planning includes cash flow management, retirement planning, tax strategies, and estate planning coordination. Sona Financial also provides specialized advisory services for business owners, including exit planning.
Assets Under Management$14M
Clients22
Advisors1
Avg. per Client$640K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees above $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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