Sound Planning & Investments (SPI) provides investment management and financial planning services. SPI determines your portfolio based on your needs, goals, and risk tolerance. They offer ongoing portfolio review and management services, providing quarterly statements. Financial planning services may include analysis of your assets and liabilities, and recommendations to help you meet your financial objectives. SPI also provides consulting services on areas like estate planning, investments, and retirement.
Fee Structure
SPI offers investment management services for a fee based on a percentage of your portfolio. The fees range from 0.25% to 1.5% per year, depending on the size and complexity of your investments. Fees may be negotiable in certain circumstances.