Sondo Fi connects technology and biotechnology professionals with third-party investment advisors. Sondo Fi collects client information and recommends advisors from their curated network who specialize in equity compensation and sudden wealth planning. Clients then contract directly with the third-party advisor. Sondo Fi vets the third-party advisors but does not monitor their ongoing performance or provide investment recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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