Sound Financial Management offers comprehensive financial planning and asset management for a fixed fee based on hourly billing and assets under management. Services include specialized analyses and financial management consulting. The firm works with individuals, trusts, estates, and charitable organizations. They provide objective advice and do not receive commissions.
Assets Under Management$8.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$8.9M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee may be adjusted to reflect the complexity of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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