Financial Advisors at Sound Financial Strategies Group, Llc

Sound Financial Strategies Group, Llc

Sound Financial Strategies Group, Llc offers portfolio management for individuals and/or small businesses, educational seminars/workshops, portfolio management for businesses and also performs business activities as insurance broker or agent, registered representative of a broker-dealer.

Background Background

Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

A percentage of assets under management

Operations

Insurance broker or agent

Registered representative of a broker-dealer

1

Branches

11

Employees

6

Investment Advisors

11

Employees

6

Investment Advisors

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Client Types

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99.8%

802

Account Overview

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