Advisor at Baobab Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Sonja Puetzer is an advisor at Baobab Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked at Adidas Group and Sportmaster. Baobab Wealth Management offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including a specialized service for Americans living overseas. The firm uses a tactical allocation approach based on fundamental analysis, employing a range of securities and strategies tailored to client objectives.
Based on Baobab Wealth Management
Fixed fee up to $15,000 for comprehensive financial planning and consulting services
Less than $1 million - $1,000,000: 1.00% $1,000,001 - $3 million: 0.75% $3,000,001 - $5 million: 0.65% $5,000,001+: 0.50%
$300/hour for financial planning services used to calculate fixed fees
Nokomis, FL
Alaska · Colorado · Florida · Georgia · Texas · Washington
Baobab Wealth Management
2024 - Present (2 years)
Unemployed
2022 - 2024 (2 years)
Sportmaster
2018 - 2022 (4 years)
Maternity Leave
2017 - 2018 (1 year)
Adidas Group
2015 - 2017 (2 years)
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They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Other specialized services
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