Soundview Advisors
SoundView Advisors, Inc. is a Registered Investment Advisor Firm established in January 2007 by Bruce Stoltenberg and Kevin L. Slater, CFP®, CEO. The firm offers a range of investment advisory services, including asset allocation, investment selection, and ongoing account management. SoundView Advisors does not have a minimum account size but typically caters to clients with significant assets and/or income. The firm charges an annual retainer fee based on a percentage of assets under management, with fees negotiable in special circumstances. Clients' accounts are reviewed quarterly, and they receive regular reports on the composition, allocation, and performance of their accounts. SoundView Advisors acts as a fiduciary, always putting clients' best interests first. The firm does not charge performance-based fees and does not sponsor a wrap fee program. Clients have the option to delegate proxy voting authority. SoundView Advisors does not compensate individuals for client referrals and does not accept commissions for the sale of securities. The firm's financial information indicates stability and no financial issues that could impact its fiduciary duty. For more information, clients can contact SoundView Advisors directly.
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