Greg Rutherford is a CFP-designated registered investment advisor at Sound Asset Management, INC., based in Yorkville, IL, with 5 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 41 clients with $95M 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 - $5.0M | 0.80% |
| $5M+ | 0.60% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. When an account falls below $400,000 in value, the minimum annual fee of $4,000 is charged. Sound Asset Management has the discretion to waive the minimum fee.
Fee Estimator
Location
Yorkville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sound Asset Management, INC.
State Registrations1 state
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