Sound Money Management provides financial planning and investment advice to individuals, families, and businesses. The firm helps clients define their financial goals and develop strategies to achieve them, including cash flow management, tax planning, risk review, investment management, education funding, retirement planning, and estate planning. Sound Money Management uses Third Party Turnkey Asset Management Programs (TAMPs) for investment management and acts as a solicitor between the client and the TAMP.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $750K | 1.00% |
| $750K+ | 0.75% |
The firm generally does not accept assets under $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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