Randolph Dorcey
Randolph Dorcey is a registered investment advisor at Sound Income Strategies, LLC, based in Fort Lauderdale, FL, with 18 years of industry experience. Randolph 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
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309
Get directionsHistory
Regulatory History (1)
Regulatory
May 2002Other Business ActivitiesSells Insurance
Randolph owns Dorcey Financial LLC (dormant) and Loch Lomond Properties LLC (property ownership, non-investment related). He also markets to prospective clients and recruits new clients for investment advisory and fixed insurance services under the name Retirement Income Source, dedicating all of his time to this activity.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Atlas Brokerage Company, L.P.Broker
Securities America, INC.Broker
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
First American National Securities, INC.Broker
State Registrations2 states
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.