Soundwatch Capital offers rules-based investment strategies, including hedged equity and defined outcome strategies, primarily using exchange-traded funds and listed options. Soundwatch acts as a sub-advisor, managing assets allocated to it by other investment advisors. Soundwatch does not provide financial planning services to individual clients. They also manage the Soundwatch Hedged Equity ETF.
Fee Structure
Soundwatch Capital provides investment management as a sub-advisor to other investment advisors. The annual investment advisory fee ranges from 0.30% to 1.00% of the assets managed. The fee is negotiable and based on factors such as the amount of assets, complexity, and scope of services. Clients will also incur charges at the mutual fund and exchange-traded fund level.