Sound Financial Strategies Group, Llc
Flowood, Mississippi
5.0
1 Review
Sound Financial Strategies Group, LLC is a local investment advisory firm headquartered in Flowood, MS. With a team of 9 dedicated professionals, including 6 experienced investment advisors, they offer comprehensive financial strategies to a diverse clientele. As a collective, their investment advisors manage an average of approximately $57,160,000 in assets, which aligns with the industry average.
Sound Financial Strategies Group, LLC prides itself on its compensation structure, which includes various types such as a percentage of assets under management and performance-based fees. This approach ensures that their advisors are m...
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Assets Under Mgmt
$214.78M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Educational seminars/workshops
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Enjoined by domestic or foreign court in connect with investment-related activities (10 years)
Now the subject of a civil proceeding involving previous disclosures
Articles
Articles
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