Gary Osing
Gary Osing is a registered investment advisor at Sound Income Strategies, LLC, based in Cordova, TN, with 18 years of industry experience. Gary 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
98 Timber Creek Drive, Cordova, TN, 38018
Get directionsHistory
Regulatory History (3)
Financial
October 2019Customer Dispute
January 2017Customer Dispute
July 2014Other Business ActivitiesSells Insurance
Gary works for McAdams Group LLC, where he provides fixed insurance options, prepares tax returns, and acquires new clients for investment advisory services; these activities take up nearly all of his time. He is also the secretary for GM&O Historical Society and markets for The Retirement Income Source, but spends no time on these activities.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Wfg Advisors, LP
Wfg Investments, INC.Broker
Investors Capital Advisory
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.
Exams
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