Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
232 Heritage Park Drive, Suite 102, Murfreesboro, TN, 37129
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a partner in Hayden Warehouses, LLC, leasing land and warehouses, but has minimal duties. He also works for Retirement Income Solutions as a Client Service Advisor and in Fixed Insurance Sales (Fixed Indexed Annuities and Life Insurance), spending about half his time on each. He also has two DBAs, Retirement Income Source and Retirement Income Source Huntsville, for marketing investment advisory and fixed insurance services, but spends no time on these.