Sophronia Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,533,354
Total clients
5
60% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
5
Average account size
$1,306,671
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$2,950 flat fee for Sophronia Raíces limited financial planning engagement
$2,000,000 net worth+: 0.50% of client net worth (rounded down to nearest $100,000 for calculation, multiplied by $500) annually Under $2,000,000 net worth+: Flat $10,000 annual fee minimum
$450 per hour for Hourly Financial Planning Service; negotiable
Minimum fee: $10,000 annual minimum fee for Programa Sophronia de Optimización de Riqueza Fee-only: Firm is fee-only; compensation only from clients for services.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Sophronia Wealth Advisors
311 Montana Ave, Ste. A2 12
El Paso TX 79902, United States
Number of offices
1
Forms ADV
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