About SOUND VIEW FINANCIAL SERVICES
Sound View Financial Services is a top-performing financial planning and investment management firm located in the heart of New York City. Founded in 2005 by highly experienced financial advisors, the company prides itself on providing personalized and comprehensive financial services to clients of all backgrounds.
How Does the Advisor Help Clients – Key Takeaways:
- Provides customized financial advice and investment management services
- Offers a wide range of financial services to meet diverse client needs
- Employs experienced and knowledgeable financial advisors who understand the industry
- Works closely with clients to develop personalized financial plans and investment strategies
Facts and Insights
Sound View Financial Services has been in business for over 15 years and has built a solid reputation for its exceptional financial services. The firm currently manages over $2 billion in assets and has a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals. With a focus on providing personalized and comprehensive financial services, Sound View Financial Services takes a holistic approach to managing clients’ finances, taking into consideration their current financial situation and long-term goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 15+ | 15 years |
Financial Services Offered
Sound View Financial Services provides a wide range of financial services to meet the diverse needs of its clients. These services include investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. The firm also offers specialized services for business owners, such as business succession planning and employee benefits consulting.
Client Types
Sound View Financial Services caters to a wide range of clients, including high-net-worth individuals, families, business owners, and professionals. The firm also works with institutional clients, such as corporations, foundations, and pension plans.
Fees & Compensation
Sound View Financial Services operates on a fee-based model, meaning the firm charges a set percentage of the client’s assets under management as a management fee. This fee structure aligns the interests of the firm with those of its clients, as the firm’s compensation is tied to the performance of the client’s investments.
Background
The team at Sound View Financial Services has a combined experience of over 70 years in the financial industry. The advisors at the firm have diverse backgrounds and experiences, including financial planning, wealth management, and investment banking. This diverse expertise allows the firm to provide clients with well-rounded and comprehensive financial advice.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important for clients to be aware of any potential conflicts of interest or disclosures. Sound View Financial Services operates with a fiduciary duty, meaning they are legally required to act in the best interests of their clients. The firm also holds professional designations and adheres to industry standards and regulations, further demonstrating their commitment to ethical and transparent practices.