Sound Investment Management (SIM) offers investment management and financial planning services. SIM develops investment plans based on clients' goals and risk tolerance. SIM may recommend third-party professionals but does not receive compensation from them. SIM also provides consulting services to charitable organizations and employee benefit plan services to employer plan sponsors.
Assets Under Management$47M
Clients28
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
This is for Investment Management Services. For Wealth Management Services: - First $1,000,000: 1.25% - Next $4,000,000: 1.00% - Next $5,000,000: 0.75% - Next $10,000,000: 0.50% Collectively, with SIM’s fee, GeoWealth’s fee, and the SMA Manager’s fee, the client's overall advisory will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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