FAQ

What are "Fee-Only" management services?
Sound Asset Management charges a fee based on the total value of assets managed for a household. We receive no commissions on any advice rendered. "Fee-only" means we have no incentive to recommend any particular investment, other than when it makes good sense for your individual situation.

What Makes Sound Asset Management Special?
Personal client service and a great track record for investments combine to make Sound special. In addition, our tax experience enables us to help families implement advantageous tax and investment strategies to achieve their goals and maximize wealth.

What Services are included in the Asset Management Fee?
Any planning or forecasts needed to implement our investment plan are included in the management fee. Additional services, such as tax return preparation and tax planning are available to our management clients and are charged on an hourly basis.

How do I determine if Sound Asset Management, Inc. is in good standing with the Illinois Central Registration Depository?
To obtain a copy of a Central Registration Depository (CRD) report concerning an investment adviser representative, please call the Securities Department at 800-628-7937, or e-mail your request to lbednarko@ilsos.net. The report provides information concerning the investment adviser representativeís employment history, securities examinations the representative has passed, licensing or registration status in Illinois or other applicable states, and disciplinary history. When requesting information about an individual, please be sure to include the individualís first and last name, name of the investment adviser firm where the individual is employed, and address where the individual conducts business. Please include your fax number or postal address for mailing of the requested report. Please also refer to the Consumer Information sections for additional assistance.


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