Soman Advisors LLC manages investment accounts for individuals and high net worth individuals, focusing on growth and income with defined risk levels agreed upon with the client. The firm uses broad-based index options on industry-standard indices and tailors portfolio management to the client's risk tolerance and goals. Soman Advisors has full authority to make trades in the account. The firm uses technical and fundamental analysis to determine index option positions.
Assets Under Management$3M
Clients3
Advisors1
Avg. per Client$1M
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable for clients whose account value exceeds $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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