Amanda Johnston
Amanda Johnston is a registered investment advisor at Sound Income Strategies, LLC, based in Humboldt, IA, with 7 years of industry experience. Amanda 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
12 3rd Street North, Humboldt, IA, 50548
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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
Amanda is involved in several business activities. She dedicates nearly all of her time to fixed insurance and annuity sales through Trustworthy Financial LLC, works as an executive assistant for Johnson Wealth and Income Management (about 10% of her time), markets for investment advisory and fixed insurance services under The Retirement Income Source DBA (no time commitment), and is a non-voting owner of Trustworth Financial, LLC (no time commitment).
Employment History
Current Registrations
Sound Income Strategies, 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.
Exams
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