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How does the advisor help clients – Key Takeaways:
Facts and Insights
SOUND INVESTMENT MANAGEMENT, LLC is a highly reputable and trusted financial management firm that has been assisting clients in achieving their financial goals for over 20 years. The company prides itself on its expert financial advice and personalized services tailored to each client’s unique needs. With a team of highly qualified and experienced financial advisors, SOUND INVESTMENT MANAGEMENT, LLC is committed to providing clients with sound investment strategies and financial solutions, helping them to achieve financial stability and success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
As shown in the table, SOUND INVESTMENT MANAGEMENT, LLC currently manages over $500 million in assets and has a team of 10+ experienced and dedicated advisors. With over 20 years of experience, the company has established a strong track record of successfully managing clients’ investments and helping them to grow their wealth.
Financial Services Offered
SOUND INVESTMENT MANAGEMENT, LLC offers a wide range of comprehensive financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. By utilizing a holistic and integrated approach, the advisors at SOUND INVESTMENT MANAGEMENT, LLC help clients to create a personalized financial plan that aligns with their specific goals and objectives.
Client Types
SOUND INVESTMENT MANAGEMENT, LLC caters to a diverse range of clients, including individuals, families, high-net-worth individuals, and business owners. The company’s financial advisors have extensive experience and expertise in working with clients from various backgrounds and financial situations, providing them with tailored financial solutions to meet their unique needs and aspirations.
Fees & Compensation
SOUND INVESTMENT MANAGEMENT, LLC operates on a fee-only basis, which means its advisors do not receive commissions for recommending certain financial products. This ensures that the recommendations made by the advisors are always in the best interest of the clients and not motivated by potential financial gain. The company’s fees are transparent and based on a percentage of the client’s assets under management, ensuring that clients only pay for the services they receive.
Background
SOUND INVESTMENT MANAGEMENT, LLC was founded in 2000 and is headquartered in New York City. The company was established with a mission to provide expert financial advice and unparalleled client service, and it has remained true to this mission ever since. The company’s team of advisors has an average of 15+ years of industry experience and holds various professional certifications and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
Like all financial advisory firms, SOUND INVESTMENT MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against the company or its advisors. Clients can access this information through the Securities and Exchange Commission’s (SEC) Investment Adviser Public Disclosure (IAPD) website. SOUND INVESTMENT MANAGEMENT, LLC has a clean compliance record and is committed to upholding the highest ethical standards in its dealings with clients.