Soesbe Financial offers investment management through model portfolios, financial planning, and tax preparation services to qualifying clients. Financial planning covers areas like retirement, investments, taxes, cash flow, college savings, estate planning, and insurance. Soesbe Financial also provides educational seminars. The firm's minimum account size for integrated management services is $1,000,000, but this may be waived.
Assets Under Management$84M
Clients47
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$84M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Fees may be negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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