Sodium Advisors Inc. provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Sodium Advisors creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Sodium Advisors primarily recommends publicly traded equity securities, fixed income securities, ETFs and non-U.S. securities. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
Assets Under Management$51M
Clients2
Advisors1
Avg. per Client$26M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients also pay a 20% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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