Agnieszka Valenta is a CFP-designated registered investment advisor at Sound Income Strategies, LLC, based in Avon, CT, with 6 years of industry experience. Agnieszka 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
30 Tower Lane, Suite 450, Avon, CT, 06001
Get directionsHistory
Regulatory 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
Agnieszka sells fixed and health insurance through Scranton Financial Group, dedicating about 10% of her time to this. She also spends nearly full-time as a Client Acquisition Advisor for Scranton Financial Group, recruiting clients for investment advisory and fixed insurance services, and markets fixed insurance and investment advisory services through The Retirement Income Source DBA and Scranton Financial Group, LLC DBA Retirement Income Source SFG, though these marketing activities do not consume any business hours.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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.