Joshua Moskowitz is a registered investment advisor at Sound Income Strategies, LLC, based in Manassas, VA, with 6 years of industry experience. Joshua 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
8140 Ashton Avenue, Suite 206, Manassas, VA, 20109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua works as a financial planning assistant at W.C. Moore Financial Services, engaging in client financial planning, meetings, and administrative duties. This activity takes nearly full-time hours.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
First Command Advisory Services
First Command Financial Planning, INC.Broker
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.