Jedediah Sires is a registered investment advisor at Sound Investment Strategies, INC., based in Bothell, WA, with 24 years of industry experience. Jedediah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 97 clients with $52M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Asset management fees for client accounts using margin or borrowed funds will be calculated on the gross value.
Fee Estimator
Location
22722 29th DR SE, Suite 100, Bothell, WA, 98021
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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 Strategies, INC.
Previous Registrations
Guardian Capital INC
State Registrations1 state
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