Sound Investment Management INC
Assets Under Management
$242.6M
Number of Clients
131
Number of Advisors
4
Avg. Portfolio per Client
$1.9M
Avg. Managed per Advisor
$60.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Sound Investment Management (SIMI) offers investment advisory services and financial planning tailored to client objectives. SIMI does not have authority to make trades without client consent. Financial planning includes retirement, investment, budgeting, cash flow, and business succession planning. SIMI manages client assets on a non-discretionary basis.
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
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 for clients with assets over $4 million may be negotiated. The fee is .45% on all assets over $2.5 million and .60% on the assets below $2.5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR, 97062