Sound Income Strategies, LLC manages investment portfolios and provides financial planning services for individuals, families, retirement plans, and other clients. The firm focuses heavily on fixed income analysis, dividend-paying investments, and customized portfolios designed to meet specific client goals and risk tolerances. In addition to direct portfolio management, Sound Income Strategies offers retirement plan consulting services for employers, sub-advisory services to other registered investment advisors, and manages exchange-traded funds. Clients can also receive insurance planning and consulting through affiliated entities. Sound Income Strategies operates primarily on a fee-based model, charging a percentage of assets under management or fixed fees for planning services.
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.