Sound Income Strategies, LLC logo

Sound Income Strategies, LLC

Updated today

Total assets under management

$4,038,151,245

Total clients

26,042

2% high-net worth

Total advisors

111

of 111 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

235

Average account size

$155,063

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning services, negotiated in advance.

Percentage

$0+: up to 1.75% annually N/A (special select clients)+: up to 2.0% annually

Commissions

Commissionable securities sales by select IA-Reps through Purshe Kaplan Sterling Investments, Inc (PKS) including trail fees on mutual funds and variable annuities.

Project-based

Hourly fees charged for financial planning services, minimum $300 per plan.

Other

Account minimum: $25,000 (may be waived based on client needs and complexity)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Sound Income Strategies, LLC

500 W Cypress Creek Road, Suite 290

Fort Lauderdale FL 33309, United States

Number of offices

85

Warmer team member

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