SoundHaven Capital Management offers investment advice to separately managed accounts and retirement plans. For individual clients, SoundHaven invests primarily in publicly traded securities like exchange traded funds, mutual funds, and closed-end funds. SoundHaven does not generally tailor its services to individual client needs. For retirement plans, SoundHaven provides non-discretionary investment advisory services to plan sponsors, trustees, and investment committees.
Assets Under Management$160M
Clients157
Advisors2
Avg. per Client$1M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Portfolio management fees are negotiable at the sole discretion of SoundHaven.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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