Don Stephenson
Don Stephenson is a registered investment advisor at Sound Income Strategies, LLC, based in Huntsville, AL, with 11 years of industry experience. Don 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
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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
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Regulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Don is involved with Retirement Income Solutions, LLC, focusing on fixed insurance sales and client acquisition for investment advisory and fixed insurance services, taking up nearly all of his time. He also uses Retirement Income Source, LLC and Retirement Income Source, Huntsville DBA to market these services, though this requires no business hours.