Mark Biallas is a registered investment advisor at Sound Investment Management INC, based in Tualatin, OR, with 6 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 131 clients with $240M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.60% |
| $2.5M+ | 0.45% |
Fees may be negotiable for clients with assets over $4 million, or at the advisor's discretion.
Fee Estimator
Location
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR, 97062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sound Investment Management INC
State Registrations1 state
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