Andrew Mitchell is a registered investment advisor at Sound Income Strategies, LLC, based in Crystal Lake, IL, with 5 years of industry experience. Andrew 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
265 Exchange Drive, Suite 101, Crystal Lake, IL, 60014
Get directionsHistory
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 Activities
Andrew serves in the US Army as an ammo specialist and infantryman since 2016. This takes about 10-20% of his time, including a few hours during trading hours.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.Broker
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
More Advisors
- James Farmer, ChFCTlg Advisors, INC.
- Andrew Carman, CFPLPL Financial LLC
- Patricia Loris, CFPLPL Financial LLC
- Keith Schoepke, CFPWynstone Investment Advisors, LLC.
- Wayne Pover, CFPLPL Financial LLC
- Joseph Johnson, CFPCetera Investment Advisers LLC