Sound & Secure Advisors LLC provides personalized consulting and portfolio management services. Consulting includes cash flow, retirement, insurance, portfolio, education savings, estate, and tax analysis. Portfolio management is offered on a discretionary or non-discretionary basis, tailored to client needs and objectives. The firm advises on various types of securities and provides continuous portfolio supervision.
Assets Under Management$33M
Clients91
Advisors1
Avg. per Client$360K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable and can be adjusted for special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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