Mark Graber
Mark Graber is a registered investment advisor at Sound Income Strategies, LLC, based in Red Oak, IA, with 11 years of industry experience. Mark 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
Red Oak, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the President of Senior Advisors Inc., selling life, health, and Medicare insurance, as well as fixed and indexed annuities, taking about half of his time. He is also a board member of the Red Oak Country Club, which is not investment-related and requires minimal time.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Spc
State Registrations2 states
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