Service Models: Core and Comprehensive

Sontag Advisory offers two service models, Core and Comprehensive, outlined below. Both offerings utilize the same wealth management approach, investment philosophy, and team.

Our Comprehensive service model is the standard full-service and personalized offering that has built our firm to where it is today. Our Core platform is an exciting recent addition, and is geared for those of you who are familiar with online self-service (such as online banking) and like the idea of using such technology in order to reduce fees. Partnering with Schwab Institutional Intelligent Portfolios®, Core provides you with an online and paperless experience to invest in a very low-fee ETF portfolio with no transaction fees, automated re-balancing, and tax-loss harvesting depending on account size. You can access your accounts using the website or smartphone app, allowing you to view holdings and transaction history at any time, as well as take actions such as opening new accounts or adding/withdrawing funds. The investment portfolios are built by Sontag Advisory’s investment team, using the same independent and objective approach we have always taken when it comes to investing. The Core platform has limitations on certain account types and the services that we are able to offer.

Please contact us to learn more about which service model would fit your situation best.

  • Dedicated Advisor
  • Financial Plan with Ongoing Maintenance
  • Unlimited Email/Phone Contact
  • Asset Allocation & Investment Advice
  • Portfolios to Fit a Range of Investment Objectives
  • Insurance Needs Analysis & Coverage Review
  • Online Access to Accounts
  • Basic Trust & Estate Advice
  • Mortgage and Buy/Rent Advice
  • Outside Account Aggregation
  • Enhanced Online Client Portal
  • Ability to Fund In-Kind
  • Trustee Services & Advanced Estate Planning
  • Money Movement Services
  • Account Paperwork & Opening Services
  • Broader Range of Investment Options
  • Separately Managed Accounts
  • Charitable Gifting Assistance
  • Private Banking & Lending Services
  • Ability to Allocate Around Held-Away Assets
  • Personal Trading Account Setup