Agnieszka Valenta
Agnieszka Valenta is a CFP-designated registered investment advisor at Sound Income Strategies, LLC, based in Longmeadow, MA, with 7 years of industry experience. Agnieszka 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
167 Dwight Road, Suite 302, Longmeadow, MA, 01106
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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
Agnieszka sells fixed and health insurance through Scranton Financial Group, dedicating about 10% of her time to this. She also spends nearly full-time as a Client Acquisition Advisor for Scranton Financial Group, recruiting clients for investment advisory and fixed insurance services, and markets fixed insurance and investment advisory services through The Retirement Income Source DBA and Scranton Financial Group, LLC DBA Retirement Income Source SFG, though these marketing activities do not consume any business hours.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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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