Sound View Wealth Advisors Group, LLC

Sound View Wealth Advisors Group, LLC is a registered investment advisor based in Savannah, GA, established in 2019. The firm offers holistic financial planning and investment advisory services to individuals, high net worth individuals, families, family offices, trusts, and retirement plans. Sound View Wealth primarily allocates client assets among various mutual funds, ETFs, and individual securities based on clients' investment objectives. The firm charges an annual advisory fee based on a tiered rate schedule, starting at 1.5% for assets up to $499,999. Clients have the option of granting investment discretion to Sound View Wealth, allowing the firm to make investment decisions on their behalf. The firm does not charge performance-based fees or participate in side-by-side management. Sound View Wealth recommends the use of qualified custodians such as Schwab and Fidelity for custody and brokerage services. The firm conducts periodic reviews of client accounts, provides regular reports, and votes proxies on behalf of clients who authorize them to do so. Sound View Wealth has not been involved in any bankruptcy petitions and has no financial conditions that would impair its ability to meet contractual commitments to clients. The firm does not have referral arrangements with solicitors but may enter into such arrangements in the future. Sound View Wealth has not been the subject of any disciplinary events.