Tera Probst is a registered investment advisor at Sound Legacy Wealth Advisors, LLC, based in Kirkland, WA, with 5 years of industry experience. Tera operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 44 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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% |
Fee schedule is for diversified accounts. Fixed income only accounts have a different fee schedule: Up to $2M: 0.45%, $2M-$5M: 0.35%, $5M-$10M: 0.30%, Over $10M: 0.20%
Fee Estimator
Location
Kirkland, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sound Legacy Wealth Advisors, LLC
State Registrations1 state
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