Sound View Wealth offers personalized financial planning and investment management services. Planning covers cash flow, investments, retirement, estate, and education savings. Investment management is offered on a discretionary or non-discretionary basis, using mutual funds, ETFs, and individual securities. Sound View Wealth may also recommend external managers. They work with individuals, high net worth individuals, families, trusts, estates, and retirement plans.
Assets Under Management$1.9B
Clients844
Advisors11
Avg. per Client$2.3M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees are customizable for $100,000,000 and above. Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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