Andrew Jarrett
Andrew Jarrett is a registered investment advisor at Sound Income Strategies, LLC, based in Alpharetta, GA, with 1 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
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
Andrew is a Client Service Advisor and involved in fixed insurance sales at Stearns Retirement Group, taking up most of his time and about 10% of his time, respectively. He also receives residual commissions from previous fixed annuity, fixed insurance, and life insurance sales and uses Retirement Income Source, LLC for marketing 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.
Exams
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