Richard Burt
Richard Burt is a registered investment advisor at Sound Income Strategies, LLC, based in Cordova, TN, with 11 years of industry experience. Richard 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
98 Timber Creek Drive, Cordova, TN, 38018
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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
Richard is involved with McAdams Group, LLC, focusing on fixed insurance sales and client acquisition for investment advisory services, each taking about half his time. He also markets for investment advisory and fixed insurance services under The Retirement Income Source DBA, but spends minimal time on this activity.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Wfg Investments, INC.Broker
Investors Capital CORP.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.