Sora Wealth offers wealth management and personalized financial planning services. Financial planning includes cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Sora Wealth also offers discretionary portfolio management services, using model portfolios developed by a sub-advisor. Sora Wealth provides advice on various types of securities.
Assets Under Management$30M
Clients28
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable for accounts over $10 million. For client engagements after January 1, 2024, the sub advisor fees will be separate and in addition to the fee charged by Sora Wealth. Such fees will not exceed 0.30% of assets under management and will be clearly communicated to the client by the sub adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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