Sophronia Wealth Advisors is a financial planning and investment management firm. Sophronia offers services such as retirement planning, tax optimization, risk management, and estate organization. Sophronia's services include investment management for clients who have investable assets. Sophronia does not offer Investment Management as a stand-alone service.
Fee Structure
Sophronia Wealth Advisors includes investment management for clients who have investable assets as part of their Programa Sophronia de Optimización de Riqueza. Investment management is not offered as a stand-alone service. The annual fee for the program is calculated as 0.50% of client net worth rounded down to the nearest $100,000 for clients with a net worth of $2,000,000 or greater. If a client’s net-worth is under $2,000,000, the annual fee will be $10,000. The fee may be paid monthly or quarterly in advance and is negotiable in certain cases.
