Erin Yake is a registered investment advisor at Sound Income Strategies, LLC, based in Wilmington, DE, with 11 years of industry experience. Erin 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
1521 Concord Pike, Suite 103 West, Wilmington, DE, 19803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
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.