Soundmark Wealth Management, Llc
Kirkland, Washington
5.0
2 Reviews
Soundmark Wealth Management, LLC, based out of Kirkland, WA, is a reputable investment advisory firm with a strong track record in managing wealth for high net worth individuals. With a total of 7 employees, 5 of whom specialize in providing investment advisory services, the firm maintains an average of approximately $62,100,000 in assets under management per investment advisor, which aligns with the industry average. Soundmark's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach for clients. The firm boasts an impressive por...
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Assets Under Mgmt

$362.97M

Investment Professionals

5

Locations

0

% 401K & Individual

20%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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