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.
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
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.
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%