Soundwatch Capital, LLC
Assets Under Management
$795.2M
Number of Clients
1
Number of Advisors
1
Average Client AUM
$795.2M
AUM per Advisor
$795.2M
Compensation
Fee-Only (AUM)
About This Firm
Soundwatch Capital offers rules-based investment strategies, including hedged equity and defined outcome strategies, using ETFs and listed options. They serve as a sub-advisor to other investment advisors, managing assets allocated to them. They do not provide financial planning services. They also manage the Soundwatch Hedged Equity ETF (SHDG).
Fee Structure
Soundwatch Capital's annual investment advisory fee for SMA clients ranges from 0.30% to 1.00% of assets under management, based on factors like anticipated earning capacity, asset size, and negotiations. Fees are negotiable. The firm also manages the Soundwatch Hedged Equity ETF, charging a unitary management fee of 0.60% of the Fund’s average daily net assets (currently waived to 0.50%).
Areas of Practice
Location
137 Rowayton Avenue, Suite 120, Rowayton, CT, 06853