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)
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.
| 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.
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR, 97062