Soseki Wealth Management provides investment management and financial planning services to individuals and families. Soseki offers financial planning as a one-time project or on an ongoing basis. Investment management services are provided on a discretionary or non-discretionary basis, using Modern Portfolio Theory to balance risk and return.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
All fees are negotiable at Soseki's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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