Nathan Cox
Nathan Cox is a registered investment advisor at Sound Income Strategies, LLC, based in Murfreesboro, TN, with 7 years of industry experience. Nathan 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
232 Heritage Park Drive, Suite102, Murfreesboro, TN, 37129
Get directionsHistory
Regulatory History (1)
Financial
October 2017Other 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.
Exams
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