About SOUND TRUST WEALTH ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC is a leading financial advisory firm that provides expert guidance and personalized solutions to clients seeking to grow and protect their wealth. With a team of highly experienced and knowledgeable advisors, the firm offers a comprehensive range of financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and personalized solutions
- Comprehensive range of financial services
- Highly experienced and knowledgeable advisors
- Client-focused approach
- Emphasis on growing and protecting wealth
Facts and Insights
SOUND TRUST WEALTH ADVISORS, LLC prides itself on being a trusted and reliable financial advisor for clients. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
SOUND TRUST WEALTH ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business succession planning
Client Types
The firm serves a diverse range of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Professionals
- Families
- Non-profit organizations
Fees & Compensation
At SOUND TRUST WEALTH ADVISORS, LLC, our fee structure is transparent and based on the assets under management. We believe in aligning our interests with our clients and working towards their financial success. Our fees are as follows:
- 1% of assets under management for accounts up to $1 million
- 0.75% of assets under management for accounts between $1 million and $5 million
- 0.5% of assets under management for accounts over $5 million
Background
SOUND TRUST WEALTH ADVISORS, LLC was founded in 2006 by a team of financial experts with a vision to provide the highest level of personalized financial services to clients. Over the years, the firm has established itself as a trusted advisor and has built a strong reputation in the industry. Today, SOUND TRUST WEALTH ADVISORS, LLC continues to help clients achieve their financial goals with passion, integrity, and expertise.
Financial Advisor Disclosures to Know
As a reputable financial advisor, SOUND TRUST WEALTH ADVISORS, LLC believes in full transparency and complies with all relevant regulations. Here are some important disclosures for clients to be aware of:
- The firm has no disclosures of disciplinary actions, regulatory events, or criminal charges.
- The firm’s advisors do not have any disclosures of disciplinary actions, regulatory events, or criminal charges.