Maranda Blackwell is a registered investment advisor at Sound Financial, LLC, based in Lake Stevens, WA, with 6 years of industry experience. Maranda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 248 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Financial recommends clients to third-party advisors. The total annual fee for investment management, including Sound Financial's fee and the third-party advisor's fee, varies depending on the advisor and the amount invested.
For AssetMark, the total fee ranges from 1.49% on the first $250,000 to 0.35% on amounts over $10,000,000.
For Betterment, the total fee ranges from 1.49% on the first $500,000 to 0.30% on amounts over $7,000,001.
For Charles Schwab, the total fee ranges from 1.49% on the first $500,000 to 0.30% on amounts over $7,000,001.
Sound Financial's fees are negotiable.
Location
Lake Stevens, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sound Financial, LLC
State Registrations1 state
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