Sound Financial Solutions LLC offers investment advice to individuals, households, and small businesses. As a registered investment advisor, Sound Financial Solutions is legally required to act in your best interest. The firm offers portfolio management based on your goals and risk tolerance, pension consulting services, and financial planning covering investments, insurance, taxes, retirement, college, and debt. Sound Financial Solutions generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, and non-U.S. securities.
Assets Under Management$16M
Clients76
Advisors2
Avg. per Client$210K
Avg. per Advisor$7.9M
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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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