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%

Hiking Boots

Start Planning For Your Future.

Let's Discuss Your Future.

Call us today or schedule an intro meeting with us here. 

Service Areas:

Chanhassen, MN and the greater metro area of Minneapolis

Main Office:

By appointment only

200 Southdale Center
Edina, MN 55435

Secondary Office:

By appointment only

1600 Utica Ave S

St Louis Park, MN 55416

952-222-7696

  • Facebook
  • Instagram
  • LinkedIn

Sona Financial, LLC (d.b.a Sona Wealth and Sona Wealth Management) is a registered investment adviser (RIA) offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Sona in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sona unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.