Sound Financial Strategies Group provides investment management services to individuals, families, small business owners, and professionals. They create personalized portfolios based on model portfolios, using a sub-advisor to complement their investment style. Sound Financial assists clients in selecting investments, monitoring results, and making adjustments. They maintain a portfolio of mutual funds, exchange-traded funds, and other securities. They also offer insurance products based on client needs.
Assets Under Management$180M
Clients723
Advisors4
Avg. per Client$250K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.44% |
| $500K - $1000K | 1.38% |
| $1000K - $1.5M | 0.40% |
| $1.5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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