Sooner Private Financial offers personalized investment management and financial planning services designed to help clients build and preserve wealth. The firm builds tailored portfolios using active asset management, fundamental and technical analysis, and modern portfolio theory. In addition to traditional stock and bond portfolios, Sooner Private Financial assists clients with alternative investments such as private equity, real estate investment trusts, and tax-mitigation strategies. The firm works with individuals, high-net-worth clients, trusts, and business owners. While Sooner Private Financial handles portfolio management and advisory services directly, client assets are held at independent custodians such as Altruist Financial and Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.95% |
| $750K - $2.0M | 1.70% |
| $2.0M - $4.0M | 1.45% |
| $4M+ | 1.45% |
Fees for portfolios over $4,000,000 are negotiable. Fees are billed monthly in arrears based on the average daily balance.