Sodium Advisors provides ongoing portfolio management services tailored to each client's specific goals, time horizon, and risk tolerance. Sodium Advisors creates an individual Investment Policy Statement for every client, outlining income, tax levels, and risk parameters. The firm focuses on fundamental analysis and primarily recommends publicly traded equity securities, while also utilizing fixed income, exchange-traded funds, non-U.S. securities, short sales, and options trading when appropriate. Sodium Advisors operates with the authority to make trades without asking first, ensuring decisions align with legal obligations to act in clients' best interests. The firm primarily serves high-net-worth individuals and maintains no account minimums.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Qualified clients may opt for a fee structure consisting of a 2.00% annual management fee plus a 20.00% performance fee on capital appreciation subject to a high-water mark. Fees are generally negotiable.