Sonoma Private Wealth LLC is a registered investment advisor based in Novato, California, offering personalized portfolio management, financial planning, family office, and wealth planning services to individuals, high-net-worth individuals, and charitable organizations. The firm primarily builds portfolios using stocks, bonds, exchange-traded funds, mutual funds, and real estate investment trusts, often incorporating sustainability-focused (environmental, social, and governance) strategies through research partnerships. Sonoma Private Wealth tailors its investment advice to each client's specific objectives and risk tolerance, providing both discretionary and non-discretionary management. For standalone financial planning and family office services, Sonoma Private Wealth charges either fixed fees or hourly rates. The firm emphasizes comprehensive wealth planning, including estate planning oversight, tax planning coordination, and family philanthropy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees vary between 0.25% and 1.25% depending on market value, asset type, complexity, and administration level. Fees are negotiable.