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SoundView Advisors is a fee-only wealth management firm, which means we receive compensation from only one source – our clients. We do not accept commissions nor do we receive compensation from any third party for work we perform on our client’s behalf. We adopted this compensation philosophy because we believe in putting our clients’ interests first and in demonstrating that our loyalty to them is undivided.
We work with clients on a retainer basis. Fees are paid quarterly and are based on the value of the client’s assets. The annual fees are:
- 1.00% on the first $1.5 million of assets under management
- 0.75% on the next $1.5 million
- 0.50% for amounts exceeding $3 million
To ensure we are able to provide the highest level of services for our clients, we have implemented a $10,000 minimum annual fee.
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©2010 SoundView Advisors. All rights reserved.
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