Southbound Wealth LLC
Assets Under Management
$2.4M
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$2.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Southbound Wealth LLC offers continuous investment advice based on individual client needs, developing personalized investment policies and managing portfolios accordingly. They also provide financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, insurance review, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a project-based or ongoing engagement.
Fee Structure
Southbound Wealth charges fixed fees for ongoing financial planning and investment management services, ranging from $3,000 to $25,000 annually, billed monthly in advance. Project-based financial planning fees range from $2,000 to $10,000, depending on the client's specific needs and the complexity of the engagement. Investment management services are included at no additional cost for clients engaging in ongoing financial planning services. Clients may pay fees via credit card, electronic funds transfer, or direct debit from their investment account.
Areas of Practice
Location
SC, United States