WH
WH

William Hammack

4 Years of Experience
Fort Lauderdale, FL
1 Disclosure

William Hammack is a registered investment advisor at Sound Income Strategies, LLC, based in Fort Lauderdale, FL, with 4 years of industry experience. William 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
129 advisors
Number of Clients
24,757 clients
Average Client Portfolio
$169K average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

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Location

500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2025
Employment History
Current Registrations
Sound Income Strategies, LLC
August 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - August 2025 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - August 2025 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLC
November 2022 - February 2023 · 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2021 - February 2023 · 1 yr 6 mos
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.