Overview

Total Firm Assets
$102 million
Average High-Net-Worth Client Portfolio Size
$3.9 million

Fee Disclosure

Source: SOUND LEGACY WEALTH ADVISORS DISCLOSURE BROCHURE (2026-04-16) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.85%
$5,000,001 $10,000,000 0.55%
$10,000,001 $25,000,000 0.45%
$25,000,001 and above 0.40%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $45,500 0.91%
$10 million $73,000 0.73%
$50 million $240,500 0.48%
$100 million $440,500 0.44%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
75.49%
Number of High-Net-Worth Clients
20
Total Client Accounts
125
Discretionary Accounts
125

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
306332
  • SOUND LEGACY WEALTH ADVISORS DISCLOSURE BROCHURE (2026-04-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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