Sorunke Wealth Advisors (SWA) offers investment management and financial planning services. SWA specializes in domestic and international equity, asset allocation, and fixed income strategies. SWA works with clients to understand their financial background, risk tolerance, and investment objectives to develop investment strategies. SWA provides non-discretionary investment advice and financial planning services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Sorunke Wealth Advisors offers a monthly retainer for ongoing financial planning services for $4,995 per month, which includes unlimited electronic communication and one live call per month.
- One-on-One Live Video and Voice Call: $495 per hour
- Personally-Tailored Portfolio/ Detailed Financial Plan: $6,995 flat rate, which includes two 1-hour live calls and 30 days of unlimited electronic communication.
Annual Retainer:$4,995/year
One-Time Plan:$6,995
Hourly Rate:$495/hr
Loading...