Sound Investment Strategies (SIS) offers ongoing investment management, tailoring asset allocation and selection to client risk tolerance. Clients can set restrictions like minimum bond credit quality and socially conscious investments. SIS also writes covered call options on equity positions for income and hedging. Investment supervisory services are offered on a discretionary basis.
Assets Under Management$52M
Clients97
Advisors2
Avg. per Client$540K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Asset management fees for client accounts using margin or borrowed funds will be calculated on the gross value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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