Advisor at Sound Advisory Services Inc.
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Firm
Sound Advisory Services Inc.
Location
Colbert, WA
Credentials
ChFC®, Series 66
Industry experience
22 years
James Johnson is a ChFC® and Series 66-registered financial advisor with 22 years of industry experience. He has been operating Sound Investment Strategies, Inc. since 2007 and is also licensed as an insurance agent. Sound Advisory Services Inc. provides investment advice primarily to individual clients by facilitating discretionary portfolio management through a third-party registered investment adviser, Gradient Investments. The firm focuses on client education, investment process oversight, and ongoing non-discretionary support without directly managing or custodying client assets.
Based on Sound Advisory Services Inc.
Client Directed Accounts charged flat $300 annually (billed quarterly as $75) by Gradient Investments, LLC; SIS receives no fee.
$0+: 1.00% annually (Strategic Portfolios) $0+: 0.80% annually (Tactical Portfolios) $0+: 0.70% annually (Allocation & Defined Outcome Portfolios) $0+: 0.40% annually (Preservation Portfolios)
Account minimum: No minimum (minimums determined by third party money managers) Fee-only: Clients pay fees to Gradient Investments, LLC; Sound Advisory Services Inc. (SIS) receives no advisory fee.
Colbert, WA
Washington
Sound Investment Strategies, Inc.
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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