Adam Angibeau is a CFP-designated registered investment advisor at Sound Income Strategies, LLC, based in Avon, CT, with 9 years of industry experience. Adam 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
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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
30 Tower Lane, Suite 450, Avon, CT, 06001
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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.