SoundPath Retirement Strategies provides financial consulting and planning services. Financial consulting includes investment advice, strategy, selection, and portfolio monitoring. Financial planning ranges from broad-based to single-subject planning, including income analysis, retirement planning, and estate analysis. SoundPath also holds educational seminars and workshops.
Assets Under Management$130M
Clients690
Advisors4
Avg. per Client$190K
Avg. per Advisor$34M
www.soundpathretirement.com ·www.facebook.com/soundpathretirement ·www.linkedin.com/company/soundpath-retirement-s...
Fee Structure
SoundPath's investment management fee is determined on an hourly basis at $400/hour and is negotiable based on the services requested and the expertise needed. The estimated annual fee will be agreed upon before entering into an agreement. Fees are paid quarterly in arrears.
Loading...