How does SONMORE FINANCIAL LLC help clients – Key Takeaways:
SONMORE FINANCIAL LLC provides a wide range of financial services to help clients achieve their goals. Clients can expect personalized and comprehensive financial advice tailored to their unique needs and situation.
Facts and Insights
Since its establishment in 2010, SONMORE FINANCIAL LLC has been committed to providing exceptional financial services to its clients. The firm is registered with the Securities and Exchange Commission (SEC) and has a team of experienced financial advisors who specialize in various areas of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | 2010 |
|---|---|
| Assets Under Management | $100 million |
| Number of Advisors | 15 |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
SONMORE FINANCIAL LLC serves a diverse range of clients, including:
- Individuals
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
SONMORE FINANCIAL LLC charges a fee based on a percentage of the client’s assets under management. This fee varies depending on the services provided and the size of the client’s portfolio. The firm also offers hourly consulting services for clients who do not require ongoing management of their assets.
Background
SONMORE FINANCIAL LLC was founded by financial expert John Sonmore, CFP®. With over 20 years of experience in the financial industry, John saw a need for a firm that provides personalized and comprehensive financial advice to clients. He assembled a team of professionals who share his passion and values, and together they have helped numerous clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered firm with the SEC, SONMORE FINANCIAL LLC is required to disclose any potential conflicts of interest to clients. This includes any compensation received from third-party products or services recommended to clients. The firm strives to always act in the best interest of clients and maintains transparency in all financial transactions.