Sound Financial Investments (SFI) offers investment management services to clients. SFI determines investment goals, risk tolerance, and objectives to create investment strategies. SFI may hire sub-advisors to manage client assets. SFI also provides services to qualified retirement plans. The firm does not sell commissioned products, but the owner is affiliated with an insurance company.
Assets Under Management$57M
Clients328
AdvisorsN/A
Avg. per Client$170K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.