Gregory Milewski
Gregory Milewski is a CFP-designated registered investment advisor at Sound Income Strategies, LLC, based in Fort Lauderdale, FL, with 11 years of industry experience. Gregory 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
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309
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Regulatory History (2)
Financial
June 2017Financial
December 2016Other Business ActivitiesSells Insurance
Gregory works as a client service advisor and sells fixed insurance products, fixed annuities, and life insurance for Retirement Income Source. He dedicates about a quarter of his time to client services and about 10-20% of his time to insurance sales for the Sarasota location, and about a quarter of his time to client services and about a few hours per week to insurance sales for the SW Florida location. He also markets investment advisory and fixed insurance services, but this takes minimal time.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
USAA Investment Services Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Cetera Advisor Networks LLCBroker
AXA Advisors, LLCBroker
New England SecuritiesBroker
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.