Sound Financial Center, LLC offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Sound Financial Center is a fee-only firm and does not sell commissioned products. Investment advice is provided with the client making the final decision.
Assets Under Management$73M
Clients175
Advisors3
Avg. per Client$420K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees are negotiable only before an account management agreement is completed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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