Sonoma Mountain Financial offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, families, trusts, estates, and small businesses. Sonoma acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. They create customized investment portfolios using ETFs, individual stocks, and mutual funds, and provide ongoing monitoring. Sonoma also offers financial planning services covering investment, retirement, education savings, and charitable giving.
Fee Structure
Sonoma Mountain Financial charges an annual fixed fee for wealth management services, which includes both financial planning and investment management.
For individuals or families with less than $3,000,000 in combined assets, the annual fixed fee is $6,750, payable quarterly in advance. For those with over $3,000,000, the fee is negotiated. Sonoma offers a sliding scale for individuals or families with less than $1,000,000 in assets under advisement. Fixed fees will never exceed 1.00% of assets under advisement annualized.