Sound Shore Management is an investment advisor that focuses on value investing in mid and large capitalization U.S.-listed stocks and American Depository Receipts (ADRs). Sound Shore manages investments for tax-exempt corporate pension or profit sharing funds, foundations, and eleemosynary organizations. Sound Shore constructs portfolios similarly for each client, but will tailor the investment strategy to the individual needs of its clients.
Assets Under Management$3.2B
Clients386
Advisors1
Avg. per Client$8.3M
Avg. per Advisor$3.2B
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.35% |
Eleemosynary account fees are 0.60% of the first $25 million and 0.50% on the balance over $25 million. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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