Soina Financial Group manages investment accounts based on your financial situation, investment goals, and risk tolerance. They primarily use long-term portfolio strategies incorporating modern portfolio theory, investing in diversified portfolios of asset class mutual funds and exchange-traded funds. Soina Financial Group does not offer financial planning services.
Assets Under Management$1.2M
Clients12
Advisors1
Avg. per Client$100K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable based on client facts, circumstances and needs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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