TP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
41 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$92.0M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| 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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Financial Plan Fee:$100,000 - $300,000
The annual management fee for investment management services ranges up to 1% annually, assessed quarterly in advance. If the calculated fee is less than $5,000, a minimum fee of $5,000 will be applied (at the discretion of the advisor for accounts under $250,000). The fee includes financial planning services. Multi-Generational Legacy Planning fees range from $100,000 to $300,000 annually, negotiated and charged quarterly.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
Kirkland, WA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sound Legacy Wealth Advisors, LLC
June 2020 - Present · 5 yrs 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.