Sound Investments Inc. provides financial planning and investment management services. The firm designs financial plans based on client goals, needs, and future requirements, focusing on cash flow management, tax minimization, and portfolio cost reduction. Sound Investments Inc. primarily uses no-load mutual funds, low-cost exchange-traded funds, and individual stocks, often selecting institutional-class investments with lower expense ratios. The firm tailors its services to individual client needs, considering their net worth, age, and risk tolerance.
Assets Under Management$16M
Clients68
Advisors1
Avg. per Client$240K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The fee charged by the advisor is negotiable and may vary from client to client depending on the types of investments and nature of the investment services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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