Sound Financial, LLC recommends clients engage third-party investment advisors like AssetMark, Betterment, and Charles Schwab. They also offer financial planning services covering investments, insurance, taxes, retirement, and college. Additionally, Sound Financial provides speaking engagement services on financial planning, retirement, spending, and entrepreneurship. They primarily advise on mutual funds and insurance products.
Fee Structure
Sound Financial recommends clients to third-party advisors. The total annual fee for investment management, including Sound Financial's fee and the third-party advisor's fee, varies depending on the advisor and the amount invested.
For AssetMark, the total fee ranges from 1.49% on the first $250,000 to 0.35% on amounts over $10,000,000.
For Betterment, the total fee ranges from 1.49% on the first $500,000 to 0.30% on amounts over $7,000,001.
For Charles Schwab, the total fee ranges from 1.49% on the first $500,000 to 0.30% on amounts over $7,000,001.
Sound Financial's fees are negotiable.