Jeffrey Farrell
Jeffrey Farrell is a registered investment advisor at Sound Income Strategies, LLC, based in York, PA, with 10 years of industry experience. Jeffrey 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
York, PA
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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
Jeffrey is involved with McAdams Group LLC, selling fixed indexed annuities and fixed insurance, and working as a Strategic Wealth Advisor/Client Service Advisor, dedicating all of his time to the latter. He also markets for Fixed Insurance and Investment Advisory Services through Retirement Income Source DBA, but this takes minimal time.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
State Farm Vp Management CORP.Broker
State Farm Investment Management CORP.
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
Wunderlich Securities, INC.Broker
Morgan StanleyBroker
State Registrations2 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.