Charles Meeder, CPA, CFP is a summa cum laude graduate of Arizona State University and has operated his CPA and financial planning practice in the western suburbs of Chicago since 1990. Prior to that, after having served with the public accounting firm of KPMG Peat Marwick, Mr. Meeder served as controller for a major Arizona real estate developer, as Chief Financial Officer for a Seattle Savings and Loan, and was affiliated with JMB Realty Corporation in Chicago.
In 1990, Mr. Meeder founded "Charles Meeder & Associates", a CPA and financial planning practice with offices in Oak Brook and Naperville. In 2001, "Sound Asset Management, Inc." was formed to manage clients' investment accounts and became an investment advisor registered with the State of Illinois.
Based in Yorkville, Illinois, Sound Asset Management currently manages over $50,000,000 of investments for clients, and specializes in tax and financial planning services aimed at helping individuals and business owners maximize wealth to retire comfortably and as early as possible.
In 1990, Mr. Meeder founded "Charles Meeder & Associates", a CPA and financial planning practice with offices in Oak Brook and Naperville. In 2001, "Sound Asset Management, Inc." was formed to manage clients' investment accounts and became an investment advisor registered with the State of Illinois.
Based in Yorkville, Illinois, Sound Asset Management currently manages over $50,000,000 of investments for clients, and specializes in tax and financial planning services aimed at helping individuals and business owners maximize wealth to retire comfortably and as early as possible.
Services
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.
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?
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.
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?
One of the primary concerns investors have about investing is paying commissions.
The industry has evolved around this worry with many financial planners setting a fixed annual percentage fee based on the dollar value of assets under management.
The Sound Asset Management Program features custom portfolio management by Sound Asset Management Inc. aimed at achieving superior total returns, as well as related financial planning.
Clients also have access to tax planning, tax preparation, and other financial services to achieve an "All-In-One" financial advisory experience.
The industry has evolved around this worry with many financial planners setting a fixed annual percentage fee based on the dollar value of assets under management.
The Sound Asset Management Program features custom portfolio management by Sound Asset Management Inc. aimed at achieving superior total returns, as well as related financial planning.
Clients also have access to tax planning, tax preparation, and other financial services to achieve an "All-In-One" financial advisory experience.
Whether you're new to investing in general, or would just like an opportunity to try our investment management services without transferring your entire portfolio at once, Sound 20 is our introductory program for building a "standard portfolio" that is geared toward achieving superior total returns for investors.
Each Investor is set up with an individual account at Fidelity Investments that holds the top 20+ investments as determined by Sound Asset Management Inc.
Each Investor is set up with an individual account at Fidelity Investments that holds the top 20+ investments as determined by Sound Asset Management Inc.
One of the most important questions most people have is how long their money will last in retirement.
At Sound Asset Management we have developed a tool called "Roadmap To Retirement" designed to address that concern.
Using the "Roadmap to Retirement" we can perform various "what-if" scenarios to compare possible retirement options our clients may be considering, for example the difference between retiring at age 60 versus age 65.
Additionally, the Roadmap helps us to address what rate of return each client needs to achieve to reach their retirement goals.
At Sound Asset Management we have developed a tool called "Roadmap To Retirement" designed to address that concern.
Using the "Roadmap to Retirement" we can perform various "what-if" scenarios to compare possible retirement options our clients may be considering, for example the difference between retiring at age 60 versus age 65.
Additionally, the Roadmap helps us to address what rate of return each client needs to achieve to reach their retirement goals.
Do you have 401k or IRA accounts with previous employers?
No problem!
Transferring accounts to Sound Asset Management is fast and simple.
We handle all the paperwork and make the transfer process easy.
While investment choices are often limited in many 401k programs, Sound Asset Management has the ability to invest in a virtually unlimited array of stocks, bonds, mutual funds and other investments aimed at achieving maximum returns with minimal risk.
No problem!
Transferring accounts to Sound Asset Management is fast and simple.
We handle all the paperwork and make the transfer process easy.
While investment choices are often limited in many 401k programs, Sound Asset Management has the ability to invest in a virtually unlimited array of stocks, bonds, mutual funds and other investments aimed at achieving maximum returns with minimal risk.
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