Billie Aponte
Billie Aponte is a registered investment advisor at Sound Income Strategies, LLC, based in Moorestown, NJ, with 15 years of industry experience. Billie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 24,757 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Income Strategies (SIS) manages investment portfolios for a fee based on the value of your portfolio. The annual fee can be up to 1.75% of the value of your portfolio. For a limited group of clients with special needs, the fee can be up to 2.0%. The fee is usually billed monthly, but can be negotiated to be billed quarterly. If SIS uses a third-party investment manager for part of your portfolio, you won't pay any extra fees.
Location
212 West RTE 38, Suite 200, Moorestown, NJ, 08057
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2000Other Business ActivitiesSells Insurance
Billie operates under the DBA Aponte Financial Services LLC, selling fixed insurance and fixed annuity products since July 2023. This activity takes about half of Billie's time.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Newtown Wealth Management INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.