A complete list of active advisors currently associated with Sound Investment Advice, LLC
Warmer can help you find a great advisor at Sound Investment Advice, LLC or one who fits your needs even better.
Sound Investment Advice is a small, state-registered independent advisory firm that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations and corporations, managing approximately $428,676 across eight client accounts. The firm tailors portfolios to each client’s goals and risk tolerance and accepts client-directed restrictions when operationally feasible. The firm blends a focus on individual stocks and fundamental/technical analysis with passive, asset-class exposures using ETFs and mutual funds, constructing portfolios that reflect both stock selection and low-cost index exposure. Accounts are generally managed on a discretionary basis and the firm typically recommends and executes through a third-party custodian, with custodial statements provided directly to clients. A distinctive feature is that the firm’s principal practices as a Certified Public Accountant through a separate accounting business and may offer those CPA services to advisory clients, a disclosed affiliation the brochure identifies as a potential conflict of interest. The adviser operates with a very small client base and no stated account minimum, and relies on its recommended custodian’s technology and research services for trade execution and back-office support.
To learn more about the advisors currently working at Sound Investment Advice, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Issaquah, WA
| 5
|
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