Theodore Parker is a CFP-designated registered investment advisor at Sound Portfolio Advisors, LLC, based in Mystic, CT, with 26 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 139 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees may be negotiable at the sole discretion of Sound Portfolio.
Fee Estimator
Location
28 Cottrell Street, Mystic, CT, 06355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sound Portfolio Advisors, LLC
State Registrations1 state
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