Sound Financial Investment Management (SFIM) offers portfolio management and financial planning services. SFIM creates a plan for each client based on their financial situation and risk tolerance. SFIM may also direct clients to third-party investment advisors to manage their assets. SFIM generally advises on mutual funds, stocks, bonds, ETFs, and insurance products. SFIM also offers pension consulting services to non-ERISA qualified plans.
Fee Structure
Sound Financial Investment Management (SFIM) does not directly manage client assets but advises on assets managed by third-party advisors. The total fee you pay will be the combination of SFIM's fee and the third-party advisor's fee. SFIM's fee ranges from 0.4% to 1.4% on assets up to $4,000,000 and 0.4% to 1.0% on assets over $4,000,000. The third-party advisor fees range from 0.25% to 1.10%. The maximum total fee is 2.50% on assets up to $4,000,000 and 2.10% on assets over $4,000,000. These fees are negotiable.