Sound Asset Management provides personalized financial planning and investment management. Advice covers financial objectives, problem identification, cash flow, tax, insurance, investments, education, retirement, and estate planning. Sound is a fee-only firm, meaning it doesn't accept commissions. Investment advice is provided, but clients make the final decisions. The firm manages investments through a limited power of attorney.
Assets Under Management$95M
Clients41
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. When an account falls below $400,000 in value, the minimum annual fee of $4,000 is charged. Sound Asset Management has the discretion to waive the minimum fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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