Sound Advisory Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
177
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
177
Average account size
$0
Client services
Fee options
Client Directed Accounts charged flat $300 annually (billed quarterly as $75) by Gradient Investments, LLC; SIS receives no fee.
$0+: 1.00% annually (Strategic Portfolios) $0+: 0.80% annually (Tactical Portfolios) $0+: 0.70% annually (Allocation & Defined Outcome Portfolios) $0+: 0.40% annually (Preservation Portfolios)
Account minimum: No minimum (minimums determined by third party money managers) Fee-only: Clients pay fees to Gradient Investments, LLC; Sound Advisory Services Inc. (SIS) receives no advisory fee.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Sound Advisory Services Inc.
Colbert WA, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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