Sound Asset Management provides investment advice and manages investment portfolios for individuals, high net worth individuals, corporate pension and profit-sharing plans, and trusts. They primarily use no-load mutual funds, ETFs, and occasionally stocks. Sound Asset Management manages accounts on a discretionary basis, meaning they have the authority to buy and sell investments on your behalf. They gather information about your financial goals and risk tolerance through questionnaires and meetings to tailor their advice.
Assets Under Management$15M
Clients55
Advisors1
Avg. per Client$280K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee schedule may be negotiable in the case of multiple account relationships and other special circumstances. Minimum fee of $250.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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