Soundview Private Wealth Advisors provides discretionary investment management services to individuals and high net worth families. Founded in 2023 and based in Cheshire, Connecticut, the firm builds customized investment portfolios based on each client's individual goals, time horizons, objectives, and risk tolerance. Soundview Private Wealth Advisors utilizes various analytical methods including technical analysis, charting, and modern portfolio theory to guide its investment strategies. While managing portfolios, the firm may also provide financial planning services at no additional cost. The firm requires a minimum account size of $500,000 to open and maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
This is a breakpoint fee schedule where the entire portfolio is charged the same annual fee percentage. Fees are negotiable based on historical relationships, asset types, and account size.