Bradley Stuart Williams

Sound Income Strategies, LLC

18 Years of Experience

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Firm Information

Sound Income Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

124 advisors

Number of Clients

24,350 clients

Average Client Portfolio

$144K average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:$25K

Financial Plan Fee:From $300

Hourly Rate:From $300/hr

SIS charges a management fee of up to 1.75% of assets under management annually for discretionary portfolio management. A limited select group of clients may be charged up to 2.0% annually. Fees are billed monthly in arrears. Financial planning services are compensated via hourly fees (minimum $300 per plan) or fixed fees, negotiated in advance. Clients may also incur transaction fees charged by custodians. The firm requires a minimum of $25,000 to open an account, which may be waived.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning

Advisor Information

Office location

500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309

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Regulatory History (1)

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Regulatory

October 2008

Final

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Other Business ActivitiesSells Insurance

Bradley is the President of Brad Williams Financial Services, where he sells various insurance products and this takes about half of his time. He also markets investment advisory and fixed insurance services through Retirement Income Source as a franchise owner and as President/50% owner of Retirement Income Source Huntsville, dedicating about 10-20% of his time to the latter.