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ChFC
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ChFC

Gary Komarek

Sound Income Strategies, LLC
18 Years of Experience
Libertyville, IL
Sells Insurance
View SEC Summary
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Gary Komarek is a ChFC-designated registered investment advisor at Sound Income Strategies, LLC, based in Libertyville, IL, with 18 years of industry experience. Gary 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.

Sound Income Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 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)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1880 W Winchester Road, Suite 112, Libertyville, IL, 60048

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gary is the president of North Shore Asset Management & Tax Advisory Inc., overseeing income tax preparation. He also works as an insurance agent, selling fixed, index, life, health, and long-term care insurance, dedicating nearly all of his time to these activities.

Employment History
Current Registrations
Sound Income Strategies, LLC
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Capital Asset Advisory Services, LLC
October 2012 - February 2017 · 4 yrs 4 mos
American Investment Services
August 2008 - December 2012 · 4 yrs 4 mos
State Registrations1 state
IL
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.
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