Sound Wealth Management (SWM) offers investment management and financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, and corporations. SWM develops investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, ETFs, and other securities. Financial planning services include business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. SWM also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$23M
Clients44
Advisors1
Avg. per Client$530K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...