What are "Fee-Only" management services?
Sound Asset Management charges a fee based on the total value of assets managed for a household. We receive no commissions on any advice rendered. "Fee-only" means we have no incentive to recommend any particular investment, other than when it makes good sense for your individual situation.

What Makes Sound Asset Management Special?
Personal client service and a great track record for investments combine to make Sound special. Sound Asset Management portfolios have beaten the performance of the S&P 500 Index each year since the company was founded! In addition, our tax experience enables us to help families implement advantageous tax and investment strategies to achieve their goals and maximize wealth.

What Services are included in the Asset Management Fee?
Any planning or forecasts needed to implement our investment plan are included in the management fee. Additional services, such as tax return preparation and tax planning are available to our management clients and are charged on an hourly basis.