Sound Portfolio Advisors, LLC
Sound Portfolio Advisors, LLC (CRD# 129896) is a financial advisory firm headquartered in Mystic, CT. They manage $28,976,607 in 171 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts171ACCOUNTS
Average Account Value$169,454
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, ID, LA, MA, MT, PA
Karl Meyer (CRD# 1436740) is an Investment Advisor Representative working at Sound Portfolio Advisors, LLC in Mystic, CT and has over 30 years of experience in the finance industry.
William Middleton (CRD# 2259637) is an Investment Advisor Representative working at Sound Portfolio Advisors, LLC in Mystic, CT and has over 24 years of experience in the finance industry.