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Andrew Kirkland

2 Years of Experience
1 Disclosure

Andrew Kirkland is a registered investment advisor at Sound Income Strategies, LLC, based in Fort Lauderdale, FL, with 2 years of industry experience. Andrew 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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Financial
December 2017
Final
Other Business Activities

Andrew works as a client acquisition advisor for Eissman Wealth Management since April 2025, acquiring new clients for investment advisory services. This activity encompasses nearly all of his business hours.

Employment History
Current Registrations
Sound Income Strategies, LLC
May 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2024 - May 2025 · 10 mos
Morgan Stanley
May 2024 - June 2024 · 1 mo
Morgan StanleyBroker
October 2023 - June 2024 · 8 mos
State Registrations1 state
GA
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.