Gina Szigety is a CFP-designated registered investment advisor at Sound View Financial Advisors, based in Walpole, MA, with 5 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 107 clients with $50M 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 - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships may exist where the fees are higher or lower than the fee schedule above. Sound View Financial Advisors, LLC reserves the right to increase fees subject to 30 days’ advance notice.
Fee Estimator
Location
128 School Street, Walpole, MA, 02081-1802
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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 View Financial Advisors
Previous Registrations
Calibre Advisory Services INC.
State Registrations1 state
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