Spencer Georgetti is a registered investment advisor at Sound Income Strategies, LLC, based in Toledo, OH, with 3 years of industry experience. Spencer 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
5911 Renaissance Place, Suite C, Toledo, OH, 43623
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sound Income Strategies, LLC
Previous Registrations
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MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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