Abbas Danesh
Abbas Danesh is a registered investment advisor at Sound Income Strategies, LLC, based in Westbrook, CT, with 14 years of industry experience. Abbas 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
1921 Boston Post Road, Suite 8, Westbrook, CT, 06498
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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
Abbas works as a tax professional and independent insurance agent selling fixed and fixed index annuities, dedicating about 20% of his time to this. He also serves as Treasurer for the Town of Waterford CT, managing the town's revenues and investments, and markets fixed insurance and investment advisory services, dedicating minimal time to each.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Connecticut Investment Management
Danesh Investments, LLC
H&r Block Financial Advisors, 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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