Edward Barnard
Edward Barnard is a registered investment advisor at Sound Income Strategies, LLC, based in Charlotte, NC, with 18 years of industry experience. Edward 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
3525 Whitehall Park Drive, Suite 180, Charlotte, NC, 28273
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Regulatory History (1)
Regulatory
October 2000Other Business ActivitiesSells Insurance
Edward works as a sales professional at Family Legacy Group Inc., providing fixed insurance products, fixed annuities, Medicare, and long-term care. This encompasses about half of Edward's time and is investment related.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Formula Folio Investments
Bts Asset Management, INC.
Family Legacy Wealth Management, LLC
USA Financial Securities Corporation
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.