Sobitz Financial Group offers investment management services to clients, determining investment goals, time horizons, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring are based on these factors. Clients can choose between discretionary and non-discretionary asset management. The firm also has affiliated insurance agents who may receive commissions, creating a potential conflict of interest.
Assets Under Management$89M
Clients200
Advisors3
Avg. per Client$440K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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