One-time Full Financial Plan
(A Tune-up for Your Financial Car)

Cost for A Full Financial Plan:

$3,000 – $6,000 (Depending on Complexity)
  • Ideally, the full plan will be completed within 6 months from the start of engagement.
    • The full financial plan delivered is the same as the one provided with the ongoing relationship, except regarding investment advice.
      • Specific investment advice is only given for accounts where the choice of investments is limited, like a 401k or a 529 plan.
      • For brokerage-type accounts where the choices are infinite, an asset allocation analysis is provided along with a brief analysis of the current choices highlighting positives and concerns.
  • The maximum time allowed is 12 months.
  • Once the financial plan is completed, whatever time is left in the 12-month period, quarterly meetings shall be provided to help the client implement the plan and to gain a sense of an ongoing relationship.
  • No further meetings or analysis will be provided after the 12-month period.
    • No refunds will be given due to the 12-month period ending.

Who is this service designed for?

This service is great for the do-it-yourselfer, especially for the DIYer entering retirement that wants to make sure all their financial ducks are in a row.

Ongoing Wealth Management
(Building, Maintaining, and Helping You Drive Your Financial Car)

$1,000 Initial One-Time Planning Fee +

Dollar Amount Invested with Sona
(Each Tier Is Calculated Separately)
Percent of AUM
(Assets Under Management)
First $100,000
(Min of $100,000)
1.25%
Next $900,000
(Amount between $100,001-$1,000,000)
.80%
Above $1,000,000
(All amounts above $1,000,000)
.40%

Typical ongoing-fee calculations:

$200,000 in Assets Under Management at Sona
Tier 1: $100,000 x 1.25% = $1,250
Tier 2: $100,000 x 0.80% = $800
Total Annual Cost = $2,050
Percent AUM % = 1.025%

$500,000 in Assets Under Management at Sona
Tier 1: $100,000 x 1.25% = $1,250
Tier 2: $400,000 x 0.80% = $3,200
Total Annual Cost = $4,450
Percent AUM % = 0.89%

$1,000,000 in Assets Under Management at Sona
Tier 1: $100,000 x 1.25% = $1,250
Tier 2: $900,000 x 0.80% = $7,200
Total Annual Cost = $8,450
Percent AUM % = 0.845%

$2,000,000 in Assets Under Management at Sona
Tier 1: $100,000 x 1.25% = $1,250
Tier 2: $900,000 x 0.80% = $7,200
Tier 3: $1,000,000 x 0.40% = $4,000
Total Annual Cost = $12,450
Percent AUM % = 0.6225%

Who is this designed for?

Those who want a co-pilot with the flexibility and expertise to help get you to your financial paradise sooner. The ongoing relationship service is NOT DIY (Do it yourself) designed. It is meant for those who want to delegate financial duties to a partner.


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