Sobel Financial provides investment management and financial planning services. For investment management, Sobel offers both non-discretionary services (where you approve each trade) and discretionary services through the Betterment platform. Financial planning includes understanding your needs, discussing your goals, and creating a plan for financial success. Sobel may recommend third-party investment managers like Matson Money.
Assets Under Management$14M
Clients63
Advisors1
Avg. per Client$220K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.89% |
| $1.0M - $4.0M | 0.79% |
| $4M+ | 0.69% |
Fees may be negotiable. When using the Betterment platform, an additional 0.20% platform fee is charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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