Sound Income Strategies, LLC
Fort Lauderdale, FL·SEC-registered · CRD #173272
Sound Income Strategies, LLC is an SEC-registered investment advisory firm in Fort Lauderdale, FL managing $4.2B across 27k client accounts, with 134 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.2B
Client accounts
27k
Advisory staff
134
Fee model
Fee-based
How Sound Income Strategies, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sound Income Strategies, LLC
How much does Sound Income Strategies, LLC manage?
Per its most recent SEC Form ADV filing (01/23/2026), Sound Income Strategies, LLC reports $4.2B in regulatory assets under management across roughly 27k client accounts.
How does Sound Income Strategies, LLC charge?
Sound Income Strategies, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sound Income Strategies, LLC a fiduciary?
Yes. Sound Income Strategies, LLC is registered with the U.S. Securities and Exchange Commission (CRD #173272), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sound Income Strategies, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sound Income Strategies, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sound Income Strategies, LLC's public SEC Form ADV filing (CRD #173272, filed 01/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sound Income Strategies, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sound Income Strategies, LLC? Claim this profile.