Sound Legacy Wealth Advisors provides investment management and financial planning services. Investment management is offered through diversified accounts and fixed income only accounts. Financial planning services include investment planning, retirement planning, real estate analysis, mortgage/debt analysis, lines of credit evaluation, and business and personal financial planning. Sound Legacy also offers multi-generational legacy planning.
Assets Under Management$100M
Clients44
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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