Sound Financial Management (SFM) offers investment management services where they manage your investments for you, either with or without your direct approval for each trade. SFM also provides advice to retirement plans. Financial planning services may be offered at no additional cost for clients who use SFM for investment management. SFM creates investment strategies based on your goals and objectives, and clients can place restrictions on certain investments.
Assets Under Management$130M
Clients180
Advisors2
Avg. per Client$740K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...