About SORA WEALTH, LLC
SORA WEALTH, LLC is a reputable financial advisory firm that has been providing expert services to clients for over 15 years. Based in New York City, they have established themselves as a trusted advisor among high-net-worth individuals, small business owners, and corporations seeking financial guidance.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial advice and strategies tailored to each client’s unique needs
- Offer a wide range of financial services, including investment management, retirement planning, estate planning, and more
- Constantly monitor and adjust portfolios to ensure they align with clients’ goals and risk tolerance
- Utilize cutting-edge technology and data analysis to inform decision-making
- Strive to build long-term relationships with clients based on trust, transparency, and integrity
Facts and Insights
SORA WEALTH, LLC has over $500 million in assets under management and employs a team of highly experienced financial advisors. Their team consists of talented individuals with diverse backgrounds and expertise, allowing them to provide comprehensive and well-rounded financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 15 years |
Financial Services Offered
SORA WEALTH, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their main services include:
- Investment Management – including portfolio design and asset allocation
- Retirement Planning – helping clients plan and save for a secure retirement
- Estate Planning – creating a comprehensive plan to manage and transfer assets to beneficiaries
- Tax Planning – minimizing tax obligations and maximizing tax efficiency
- Insurance Planning – analyzing insurance needs and finding the right coverage
Client Types
SORA WEALTH, LLC serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
- Retirees
- And more
Fees & Compensation
SORA WEALTH, LLC operates on a fee-only basis, meaning they do not earn commission from selling financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, making their success closely tied to the success of their clients’ portfolios.
Background
The founding partners of SORA WEALTH, LLC have a combined experience of over 50 years in the financial industry. They have extensive knowledge and expertise in investment management, financial planning, and wealth management. Their team of advisors also hold various certifications, including Certified Financial Planner (CFP) and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
SORA WEALTH, LLC is a registered investment advisory firm and is regulated by the Securities and Exchange Commission (SEC). They have a clean record with no disciplinary actions or regulatory sanctions. As a fiduciary, they are legally obligated to always act in the best interest of their clients.