Sound View Financial Advisors offers personalized financial planning and investment management. They provide advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Sound View is a fee-only firm and does not sell financial products or receive commissions. They manage investments with client consent and provide written evaluations and periodic reviews.
Assets Under Management$50M
Clients107
Advisors3
Avg. per Client$470K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships may exist where the fees are higher or lower than the fee schedule above. Sound View Financial Advisors, LLC reserves the right to increase fees subject to 30 days’ advance notice.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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