Financial Consultation

INVESTMENT MANAGEMENT ONLY

Sona Financial offers portfolio management customized for your specific life stage or needs. Hourly financial planning available if needed.

Our portfolios are held with Betterment For Advisors.

For clients with $100,000 - $200,000 in assets.

  • Online Portfolio

  • Minimum $100,000 in assets

  • Almost unlimited investment choices

  • Financial and tax planning can be purchased at an hourly rate

Investment Management is at the heart of what we do at Sona Wealth, and we are dedicated to understanding your investment priorities. You may be confident with your finances, but need a little extra investment management help without the additional cost of on-going financial planning. 

Ease of low-cost "online automation" robo advice with ability for tailored financial planning.

**Attract people who don't need the financial planning. Still wants professional money management with financial planning available a la carte. 

INVESTMENT ONLY FEES

Online solution

Most accounts most often held at Betterment For Advisors with a $100,000 minimum

0.75%  –  First $200,000

0.65%. –  Next $800,000

0.55%. – Next $1,000,000

Call for fees above $2,000,000

Fee example for accounts held at Betterment For Advisors.

$500,000

Tier 1 = $200,000 x 0.75% = $1,500

Tier 2 = $300,000 x 0.65% = $1,950

Total annual fee = $3,450

Total quarterly fee = $862.50

Annual average AUM% = 0.69%

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Start Planning For Your Future.