Fermata Advisors, operating as Sonoma Wealth Advisors and Rich Financial, provides investment management and financial planning services. They focus on retirement planning, managing investments, establishing company retirement plans, and navigating inheritances. Financial planning is generally part of asset management but is also available separately. They primarily serve high-net-worth individuals, individuals, and businesses.
Assets Under Management$1.1B
Clients2,386
Advisors14
Avg. per Client$480K
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees are negotiable based on the scope and complexity of the services as well as the amount of time and expertise required but generally do not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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