Sound Income Strategies (SIS) offers investment management and financial planning services. They manage investment portfolios on a discretionary or non-discretionary basis, and may allocate a portion of client assets to third-party managers. SIS also provides services to retirement plans. IA-Reps may recommend and sell insurance products to clients through their affiliate Sound Income Academy. SIS representatives also provide educational workshops.
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.