Sound Financial Advisors provides investment advice and financial planning to individuals and other clients. They use the AssetMark Platform, which offers model asset allocations composed by independent investment strategists. Sound Financial Advisors helps clients select a risk/return objective and investment strategist that suits their needs. They also offer standalone financial planning and consulting services covering investment, retirement, estate, charitable, education, insurance, and business/personal financial planning.
Fee Structure
Sound Financial Advisors provides investment advice through the AssetMark Platform. The maximum combined annual advisory fee charged to clients will not exceed 1.95%. The exact fee will be outlined in the advisory agreement. Fees are billed quarterly in advance and are negotiable.