Sohum Financial Planning provides investment management and financial planning services. Financial planning includes creating a comprehensive plan covering financial goals, net worth analysis, cash flow, retirement planning, risk management, investment planning, tax planning, estate preservation, and charitable giving. Clients can also engage in quarterly subscription services for ongoing guidance. Sohum Financial Planning also offers seminars and workshops.
Assets Under Management$4M
Clients5
Advisors1
Avg. per Client$790K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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