Nathan Cox
Nathan Cox is a registered investment advisor at Sound Income Strategies, LLC, based in Huntsville, AL, with 6 years of industry experience. Nathan 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
600 Boulevard South SW, Suite 307, Huntsville, AL, 35802
Get directionsHistory
Regulatory History (3)
Investigation
August 2024Financial
October 2017Financial
June 2016Other Business ActivitiesSells Insurance
Nathan is involved in several business activities, including fixed insurance and annuity sales through Retirement Income Solutions LLC and as an independent insurance agent in Mississippi, taking about half of his time. He also owns a percentage of Retirement Income Source franchises and a dog grooming business, dedicating about 10-20% of his time to the franchises.
Employment History
Current Registrations
Sound Income Strategies, LLC
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.