Fabiano Franco
Fabiano Franco is a registered investment advisor at Sound Income Strategies, LLC, based in Manassas, VA, with 19 years of industry experience. Fabiano 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
8140 Ashton Avenue, Suite 206, Manassas, VA, 20109
Get directionsHistory
Regulatory History (2)
Regulatory
April 2019Employment Separation After Allegations
April 2017Other Business ActivitiesSells Insurance
Fabiano owns Retirement Solution LLC, where he sells fixed insurance products, dedicating about half of his time. He also owns rental property and Wealth Management Solution, LLC, dedicating about half of his time to the latter for tax reporting and collecting investment advisory fees.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
ICMA Retirement Corporation
Icma-Rc Services, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Park Avenue Securities LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.