Sound Portfolio Advisors, LLC

Sound Portfolio Advisors provides discretionary investment management and related advisory services to individuals, high net worth individuals, trusts, and estates, typically billing on a percentage-of-assets-under-management basis. The firm works with clients to define goals, risk tolerance, and asset allocation and generally requires a minimum relationship size of $500,000 (which may be waived).

Its investment process centers on strategic asset allocation and long-term portfolio construction using diversified mutual funds and ETFs, with occasional use of individual stocks, bonds, or cash positions for tactical, tax, or legacy-asset considerations. The adviser manages client assets on a discretionary basis and conducts at least annual reviews, and it may select fund share classes that avoid trading costs even when those classes carry higher internal expense ratios due to custodial or fund constraints.

Sound Portfolio is a small, owner-operated practice run by two CFP professionals and manages roughly $151 million for about 139 clients, a scale that results in relatively high assets per advisor compared with many peers. The firm does not participate in wrap-fee or soft-dollar programs, maintains an institutional custody relationship that provides platform services (a potential conflict the firm discloses), and leaves proxy-voting decisions to clients rather than accepting voting authority.