Britney Merrill
Britney Merrill is a registered investment advisor at Sound Income Strategies, LLC, based in Wilmington, DE, with 2 years of industry experience. Britney 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
1521 Concord Pike, Suite 103 West, Wilmington, DE, 19803
Get directionsHistory
Regulatory History (1)
Financial
January 2018Other Business Activities
Britney works as a Client Service Advisor at Poole Locke Associates, dedicating nearly all of her time to assisting clients and prospects. She also does marketing for investment advisory services through Retirement Income Source DBA, but this takes minimal time.
Employment History
Current Registrations
Sound Income Strategies, LLC
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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