Andrew Holdiness is a registered investment advisor at Sound Income Strategies, LLC, based in New Orleans, LA, with 7 years of industry experience. Andrew 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
New Orleans, LA
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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
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
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations3 states
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.