SOP Advisors provides investment management services to individuals and small businesses. SOP specializes in trading U.S.-based commodity and cyclical securities, but may also trade or invest in other securities and derivatives. SOP tailors its advisory services to each client's investment objectives and guidelines through ongoing discussions. Clients may impose restrictions on investing in certain securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Firm also charges a performance-based fee equal to 20% of the net profit (less Hurdle Rate defined as the average yield on the 10-Year U.S. Treasury Note over the preceding quarter), before management fees, and is generally charged quarterly and non-refundable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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