Assets Under Management
$3.5B
Number of Clients
24,350
Number of Advisors
125
Average Client AUM
$144K
AUM per Advisor
$28.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sound Income Strategies, LLC (SIS) offers discretionary and non-discretionary asset management, ERISA plan services, sub-advisory services, and co-advisory services. IA-Reps may recommend insurance products and receive commissions. SIS may recommend 3rd party investment advisors. SIS Representatives provide educational workshops.
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309