Joel Holden
Joel Holden is a CFP-designated registered investment advisor at Sound Financial Strategies Group, LLC, based in Madison, MS, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 723 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.44% |
| $500K - $1000K | 1.38% |
| $1000K - $1.5M | 0.40% |
| $1.5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
116 One Madison Plaza, Suite1100, Madison, MS, 39110
Get directionsHistory
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
Joel is the COO/Financial Advisor at Sound Financial Strategies Group, Inc., dedicating full-time hours. He also oversees operations and financial functions as President of Sound Financial Strategies Group Insurance, and is the owner of SFSG, Inc. and FireX, dedicating minimal time to each.
Employment History
Current Registrations
Sound Financial Strategies Group, LLC
Apw Capital, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations17 states
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.