Assets Under Management
$92.0M
Number of Clients
41
Number of Advisors
2
Average Client AUM
$2.2M
AUM per Advisor
$46.0M
Compensation
Fee-Only (AUM)
Sound Legacy provides continuous investment supervisory services on a discretionary basis, utilizing various investment types based on client needs and goals. Financial planning is included as part of the investment management services. They also offer multi-generational legacy planning and family office services for a flat fee.
| Assets Under Management | 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% |
DE, United States