Bradley Williams
Bradley Williams is a registered investment advisor at Sound Income Strategies, LLC, based in Huntsville, AL, with 18 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 24,757 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are up to 1.75% annually for standard investment management, and up to 2.0% for clients requiring specialized family office or special needs services. Fees are negotiable.
Fee Estimator
Location
600 Boulevard South SW, Suite 307, Huntsville, AL, 35802
Get directionsHistory
Regulatory History (1)
Regulatory
October 2008Other Business ActivitiesSells Insurance
Bradley is the President of Brad Williams Financial Services, where he sells various insurance products and this takes about half of his time. He also markets investment advisory and fixed insurance services through Retirement Income Source as a franchise owner and as President/50% owner of Retirement Income Source Huntsville, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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