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Andrew Holdiness

Sound Income Strategies, LLC
8 Years of Experience
Huntsville, AL
Sells Insurance
View SEC Summary
View SEC Summary

Andrew Holdiness is a registered investment advisor at Sound Income Strategies, LLC, based in Huntsville, AL, with 8 years of industry experience. Andrew 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.

Sound Income Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
24,757 clients
Average Client Portfolio
$169K average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

600 Boulevard South SW, Suite 307, Huntsville, AL, 35802

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is a partner in Hayden Warehouses, LLC, leasing land and warehouses, but has minimal duties. He also works for Retirement Income Solutions as a Client Service Advisor and in Fixed Insurance Sales (Fixed Indexed Annuities and Life Insurance), spending about half his time on each. He also has two DBAs, Retirement Income Source and Retirement Income Source Huntsville, for marketing investment advisory and fixed insurance services, but spends no time on these.

Employment History
Current Registrations
Sound Income Strategies, LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
MML Investors Services, LLC
May 2022 - April 2023 · 11 mos
MML Investors Services, LLCBroker
May 2022 - April 2023 · 11 mos
Securian Financial Services, INC.
December 2018 - May 2022 · 3 yrs 5 mos
Securian Financial Services, INC.Broker
September 2018 - May 2022 · 3 yrs 8 mos
State Registrations3 states
ALLATN
Advisor

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
No exam information available for this advisor.
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