Sound Legacy Wealth Advisors manages investment portfolios and provides personalized financial planning and multi-generational legacy services for individuals, families, and businesses. Sound Legacy offers two primary investment programs: diversified accounts and fixed-income-only accounts. Financial planning is included as part of the investment management services, covering investment planning, retirement planning, real estate analysis, debt evaluation, and business financial planning. Sound Legacy also offers comprehensive family office services including bill payment, administrative support, and philanthropic management. The firm operates on a fee basis, charging annual fees calculated as a percentage of the assets under management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.40% |
Other programs: Fixed Income Only accounts fee schedule ranges from 0.20% to 0.45%.