Michael Rodriguez is a CFP-designated registered investment advisor at Sound Income Strategies, LLC, based in Portland, OR, with 9 years of industry experience. Michael 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
4380 S. Macadam Avenue, Suite 190, Portland, OR, 97239
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael works as a Client Service Advisor for Rothermel Financial Services since March 2025, providing investment advisory services to existing clients. This activity encompasses nearly all of his business hours.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Fisher Investments
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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