In today’s economy, uncertainty is understandable. However, with the right Financial Advisor standing beside you, you can have the peace of mind and confidence to pursue your financial future—no matter what the markets or your life may bring.

Softan Wealth Management excels at helping you pursue your goals because our singular focus is wealth management. Our Financial Advisors have experience managing significant wealth, drawing on proprietary researchdevoted exclusively to helping private clients make better investment decisions. If your wealth management goals require unconventional thinking and strategic partnerships, you’ll quickly understand what it means to be a Softan client.

In a rapidly changing, increasingly intertwined global economy, financial strength and stability are essential. At Softan, our balance sheet is strong, and we have a presence in more than 50 countries around the world.

Our capabilities, resources and enterprises are fully aligned to create an outstanding experience for you as a Softan client, and we are committed to being proactive and responsive to your needs.

To understand better how advice you can trust starts with a conversation, send us an emial to find a right Financial Advisor.

Fing a right Financial Advisor

To understand better how advice you can trust starts with a conversation, send us an emial to find a right Financial Advisor.

Wealth Management Program will help bridge the gap between your financial today and tomorrow!  Our experienced Associates will develop a comprehensive strategy to reach your financial goals incorporating both the Financial Planning and Investment Management programs outlined below.  With this option you benefit from the full range of professional advice services we have to offer.  Fees for this service are charged as a percentage of the total managed assets as outlined below:

The Wealth Management Service Annual Fee Structure:

$0 to $250,000 1.50%
$250,000 to $500,000 1.35%
$500,000 to $2,000,000 1.20%
$2,000,000 to $5,000,000 1.10%
$5,000,000 and up negotiable

Asset Management Program

The Asset Management Program is designed for clients who like to do their own financial planning but would like to avoid the responsibilities, risks, and headaches involved with managing their own investment portfolio.  In this program, we will manage and invest your portfolio based on the investment management philosophy outlined earlier.  Fees for this service are charged as a percentage of the total managed assets as outlined below:​

The Asset Management Program Annual Fee Structure:

0 to $250,000 1.35%
$250,000 to $500,000 1.20%
$500,000 to $2,000,000 1.10%
$2,000,000 to $5,000,000 1.00%
$5,000,000 and up negotiable

Financial Planning Program

The Financial Planning Program is designed for clients who wish to handle their own specific investments, but would like the guidance of a financial plan to assist them with making intelligent and informed decisions.  This program can be uniquely designed based on the specific planning needs of the client and can include comprehensive or issue-based financial planning.  If the issue-based planning option is desired, the client can request a financial plan for any of several specific financial issues including, Retirement, Education, Investment or Insurance Financial Planning.  With either choice, CWM will utilize the financial planning process outlined earlier to ensure you get individualized, needs-based, advice.  Fees for these services are outlined below:

The Financial Planning Program Fee Structure:

Comprehensive Financial Planning $1,500 to $5,000
Issue Based Financial Planning $500 per issue
Hourly Financial Planning $175 to $250 per hour