Frank Beedle
Frank Beedle is a registered investment advisor at Sound Income Strategies, LLC, based in Alpharetta, GA, with 5 years of industry experience. Frank 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
302 Abbey Court, Alpharetta, GA, 30004
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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
Frank is involved with Stearns Retirement Group since 2013, focusing on fixed insurance sales, and The Retirement Income Source since 2020, marketing fixed insurance and investment advisory services. He also sells Medicare Supplement and Long Term Care insurance policies, dedicating a few hours per week to each, and is involved in a commercial cleaning company and Salus Financial LLC for tax purposes.
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.