Advisor at Sound Investment Strategies, Inc.
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Firm
Sound Investment Strategies, Inc.
Location
Langley, WA
Credentials
Series 63, Series 65
Industry experience
19 years
Stephen Guss is a financial advisor at Sound Investment Strategies, Inc. in Langley, WA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Sound Investment Strategies since 2007. Sound Investment Strategies provides discretionary portfolio management and investment supervisory services to individuals, retirement and profit-sharing plans, trusts, estates, and corporations. The firm uses a combination of fundamental and quantitative analysis to tailor asset allocation and security selection according to each client’s risk tolerance, managing approximately $52.1 million in assets for around 97 clients.
Flat quarterly fees may be charged in lieu of asset based fees, specific amounts not stated.
$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.85% $5,000,000+: 0.60%
Langley, WA
Washington
Sound Investment Strategies, Inc.
2007 - Present (19 years)
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Other specialized services
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