SoundView Advisors offers investment advisory services, including portfolio creation, asset allocation, and ongoing account management. They also provide financial planning services, such as retirement planning, tax planning, and estate planning review. SoundView works with clients to identify their investment goals and risk tolerance to create a tailored portfolio.
Assets Under Management$410M
Clients176
Advisors6
Avg. per Client$2.3M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable in special circumstances. Minimum quarterly fee of $1,875 for new clients as of 2024. Occasionally waive the minimum fee in cases of financial hardship or a long-term relationship between the client and the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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