Sound Advice Financial Inc. is a mobile app that provides financial advice and education on topics like debt management, planning, investing, banking, taxes, employee benefits, and risk management/insurance. For investment recommendations, users must execute a separate agreement. Sound Advice provides personalized investment advice through the app, generating risk-based asset allocation recommendations. Clients implement recommendations directly with their custodian. Sound Advice does not have authority over client assets.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Sound Advice Financial Inc. offers investment recommendations for a one-time fee of $1, which is donated to a charity of the client's choice. Clients implement the recommendations themselves.
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Location
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