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 Education Planning, Estate Planning, Investment Management, Retirement Planning. 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
Sound Income Strategies (SIS) manages investment portfolios for a fee based on the value of your portfolio. The annual fee can be up to 1.75% of the value of your portfolio. For a limited group of clients with special needs, the fee can be up to 2.0%. The fee is usually billed monthly, but can be negotiated to be billed quarterly. If SIS uses a third-party investment manager for part of your portfolio, you won't pay any extra fees.
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.