Mark Struthers Dba Sona Financial, LLC
Mark Struthers Dba Sona Financial, LLC (CRD# 281976) is a financial advisory firm headquartered in , . They manage $7,000,000 in 31 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts31ACCOUNTS
Average Account Value$225,806
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Mark Struthers (CRD# 2964216) is an Investment Advisor Representative working at Mark Struthers Dba Sona Financial, LLC in Chanhassen, MN and has over 14 years of experience in the finance industry.
Mark works on an hourly and retainer basis, managing assets on a holistic basis. Sona does not have to hold assets to manage them, they are held where the client wishes. If held with Sona, they are held at Sona's custodian TD Ameritrade and uses DFA Funds for the core of its tailored portfolios.
Mark Struthers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.