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Sound Income Strategies, LLC

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Total assets under management

$4,038,151,245

More info

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

More info

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

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 954-487-1860

Advisors at this firm

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Ronald S

Series 65

Melbourne, FL

Sound Income Strategies, LLC
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Gary K

ChFC®, Series 63

Fort Lauderdale, FL

Sound Income Strategies, LLC
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Albert F

Series 63, Series 65

Fort Lauderdale, FL

Sound Income Strategies, LLC
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Tamah P

Series 63, Series 66

Fort Lauderdale, FL

Sound Income Strategies, LLC
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Andrew K

Series 66

Kennesaw, GA

Sound Income Strategies, LLC
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Nina S

Series 65

Knoxville, TN

Sound Income Strategies, LLC
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Mark G

Series 63, Series 65

Omaha, NE

Sound Income Strategies, LLC
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Kristin C

Series 63, Series 66

Richmond, VA

Sound Income Strategies, LLC
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Edward B

Series 65

Fort Lauderdale, FL

Sound Income Strategies, LLC
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Sean Paige B

Series 66

Princeton, TX

Sound Income Strategies, LLC
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Andrew G

Series 65

Watkinsville, GA

Sound Income Strategies, LLC
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William L

Series 66

Cordova, TN

Sound Income Strategies, LLC
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Phillip F

Series 63, Series 66

Fort Lauderdale, FL

Sound Income Strategies, LLC
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Fred A

Series 65

Sarasota, FL

Sound Income Strategies, LLC
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Dee C

ChFC®, Series 63

Midland, TX

Sound Income Strategies, LLC
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