Sound Trust Wealth Advisors offers investment management, financial planning, and institutional consulting. For investment management, they create portfolios based on your goals, risk tolerance, and financial situation, using strategies like the STWA Large Capitalization Growth strategy. Financial planning covers areas like tax, estate, and retirement planning. They also select and monitor third-party money managers. Sound Trust's services are offered on a fee-only basis.
Assets Under Management$16M
Clients27
Advisors1
Avg. per Client$610K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Sound Trust Wealth Advisors' fees for managing your investments are based on the value of your account.
For Equity Management, the fees are:
- First $500,000: 2.50% per year
- $500,000 - $1,000,000: 2.00% per year
- $1,000,000 - $5,000,000: 1.75% per year
- Over $5 million: 1.25% per year
For Mutual Fund Management, the fees are:
- Less than $50,000: 1.50% per year
- Above $50,000: 1.30% per year
For Fixed Income Management, the fees are:
- $50,000 - $100,000: 2.500% per year
- $100,000 - $249,999: 2.500% per year
- $250,000 - $499,999: 2.250% per year
- $500,000 - $749,999: 2.000% per year
- $750,000 - $1,249,999: 1.750% per year
- $1,250,000 - $1,999,999: 1.500% per year
- $2,000,000 - $4,999,999: 0.500% per year
- $5,000,000 - $24,999,999: 0.325% per year
- Over $25 million: 0.250% per year
These fees are negotiable.
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