Sonrisa Investment Management (SIM) offers personalized financial planning and discretionary portfolio management. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, estate, and elder care analysis. SIM also provides consulting services on specific financial topics. Investment advice is tailored to clients' needs and objectives. SIM does not manage wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$25
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Management fees may be negotiable depending on assets, investments, and complexity. A minimum monthly fee of $25 applies if the annual fee calculation falls below this amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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