Somos Financial Partners LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client, outlining their current financial situation. Somos Financial requires authority to make trades without asking first. They generally limit their investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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