Billie Aponte
Billie Aponte is a registered investment advisor at Sound Income Strategies, LLC, based in Lumberton, NJ, with 16 years of industry experience. Billie 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
Lumberton, NJ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2000Other Business ActivitiesSells Insurance
Billie operates under the DBA Aponte Financial Services LLC, selling fixed insurance and fixed annuity products since July 2023. This activity takes about half of Billie's time.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Newtown Wealth Management INC.
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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- Ryan Noonan, CFPStrategic Advisers LLC