Adam Angibeau
Adam Angibeau is a CFP-designated registered investment advisor at Sound Income Strategies, LLC, based in Danbury, CT, with 10 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 2 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are up to 1.75% annually for standard investment management, and up to 2.0% for clients requiring specialized family office or special needs services. Fees are negotiable.
Fee Estimator
Location
83 Wooster Heights Road, Suite 125, Danbury, CT, 06810
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2023Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
Modern Advisors LLC
Ns Capital, LLC
Fidelity Brokerage Services 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.
Exams
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