Sound Legacy Wealth Advisors, LLC
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)
About This Firm
Sound Legacy Wealth Advisors provides discretionary investment management and financial planning services. They work with clients to select investments based on their objectives, utilizing equity, fixed income, and mutual funds. Financial planning is included as part of the investment management services. They offer diversified and fixed income only accounts.
Fee Structure
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
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
Location
DE, United States