Advisor at Sound Asset Management, Inc.
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Firm
Sound Asset Management, Inc.
Location
Yorkville, IL
Credentials
CFP®
Industry experience
24 years
Charles Meeder is a CFP® professional with 24 years of experience in financial advising. He has operated Sound Asset Management, Inc. since 2001 and has been running Charles Meeder, CPA, Inc. since 1991. Sound Asset Management, Inc. provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on strategic, globally diversified asset allocation using primarily no-load or low-load mutual funds and ETFs, and it is notable for its work with institutional retirement clients and pension consulting services.
Based on Sound Asset Management, Inc.
Based on Sound Asset Management, Inc.
Financial planning fees range from $500 to $3,000 and are negotiable; billed 50% in advance and balance upon delivery.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Hourly rate for limited scope engagements is $250 per hour.
Account minimum: No minimum account size required. However, a minimum annual fee of $4,000 is charged for accounts below $400,000 in value (minimum fee may be waived at firm's discretion). Minimum fee: Minimum annual fee of $4,000 charged for accounts below $400,000. Fee-only: Firm is strictly fee-only; does not accept commissions or other compensation.
Yorkville, IL
Illinois
Sound Asset Management, Inc.
2001 - Present (25 years)
Charles Meeder, CPA, Inc.
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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