Britney Merrill
Britney Merrill is a registered investment advisor at Sound Income Strategies, LLC, based in Fort Lauderdale, FL, 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 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
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309
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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.