Sound Capital provides investment advisory services to individuals, families, trusts, and businesses. Sound Capital offers comprehensive wealth management services, including asset allocation, portfolio management, and financial planning. The firm builds portfolios using individual stocks, bonds, ETFs, options, mutual funds, and other public and private securities. Portfolios are monitored and rebalanced based on client needs and goals.
Assets Under Management$6.9M
Clients42
Advisors1
Avg. per Client$160K
Avg. per Advisor$6.9M
www.facebook.com/sound-capital-113826043659489 ·www.linkedin.com/company/sound-capital ·www.soundcapitalwm.com
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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