Sound Portfolio Advisors offers customized investment advisory solutions through personal contact and discretionary investment management. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Sound Portfolio serves as a fiduciary, upholding a duty of loyalty and seeking to mitigate potential conflicts of interest.
Assets Under Management$150M
Clients139
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees may be negotiable at the sole discretion of Sound Portfolio.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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