Sound Investment Management (SIMI) offers investment advice and financial planning services tailored to each client's 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.
Assets Under Management$240M
Clients131
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$61M
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 may be negotiable for clients with assets over $4 million, or at the advisor's discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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