Mark Struthers, CFP®, CFA® Sona Wealth
- 200 Southdale Center, Edina, MN 55435
- (952) 222-7696
- http://www.sonawealthadvisors.com/
About Mark Struthers, CFP®, CFA®
Mark Struthers is a fee-only financial planner at Sona Wealth located in Edina, MN, St. Louis Park, MN, Minneapolis, MN, Chanhassen, MN, and virtually serving the greater Minneapolis/St. Paul metro area and the US. He is an expert in:
– Equity Compensation
– Retirement Planning & Income
– Alternative Investments
– SMAs & Direct Indexing (high net worth taxable, ESG, or concentrated positions)
– Financial Planning for College
He specializes in working with professional families and producing income in retirement. Mark started Sona Wealth (2016) so he could be a true fiduciary and act in the client’s best interest, not sell products for commissions.
Mark has:
– Almost 20 years of experience in the financial services industry
– Been a Chartered Financial Analyst charterholder (CFA – investing) for almost 18 years
– Been a CERTIFIED FINANCIAL PLANNER™ Professional (CFP® – planning & tax) for nearly 10 years
– Previously held multiple Series licenses, including Series 7, 4, and 65
– Mark is a frequent contributor to the Bloomberg Wealth Newsletter and occasionally helps with other publications
Recently Published
24 Things To Do When A Loved One Dies
November 27, 2022https://www.podbean.com/media/share/pb-2rrzm-131ebae Podcast Show Notes – The Architecture of Wealth Date: 11/23/2022 Name of podcast: The Architecture of Wealth Episode
The post 24 Things To Do When A Loved One Dies appeared first on MNice Investor.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- HENRY (High Earners, Not Rich Yet)
- Retirement Planning
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Quarterly Fee: 1250+/qtr
- Flat Fee: $1000+/engagement
- Assets Under Management: 0.75%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
