Sonmore Financial offers investment management and financial planning services. For investment management, Sonmore can directly manage your investments or recommend third-party managers. Financial planning covers various topics like retirement, taxes, and estate planning. Sonmore also provides services to retirement plans, acting as an advisor to plan sponsors.
Assets Under Management$87M
Clients91
Advisors1
Avg. per Client$950K
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may be negotiable. If Sonmore uses a sub-advisor, you will pay an additional 0.25% per year. There is a $6,250 minimum annual fee that includes both investment management and financial planning.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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