Alexander Hunt
Alexander Hunt is a registered investment advisor at Sound Income Strategies, LLC, based in Hernando Beach, FL, with 9 years of industry experience. Alexander 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
Hernando Beach, FL
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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
Alexander is involved in several business activities. He sells fixed annuities, fixed insurance, and life insurance through McAdams Group, LLC, dedicating about a quarter of his time, and also works to acquire new clients for investment advisory services, spending nearly full-time hours on this. Alexander also uses Retirement Income Source, LLC to market investment advisory and fixed insurance services, and owns rental property, both requiring minimal time.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Dipaolo Financial Group, INC.
Amc Wealth Management, LLC
The Appleton Group, LLC
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.