Sophos Wealth Management provides investment advice under a discretionary arrangement, meaning they make investment decisions without your consent. They gather information to develop a personal investment policy and manage a portfolio based on that policy. Sophos also provides financial planning advice related to retirement, estate, insurance, tax, charitable giving, education savings, cash flow, and risk management. These services are included as part of their comprehensive wealth management service.
Assets Under Management$18M
Clients18
Advisors1
Avg. per Client$970K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
All fee arrangements are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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