Roger Southward
Roger Southward is a CFP-designated registered investment advisor at Southward Financial Services, LLC, based in Pickerington, OH, with 26 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 27 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.90% |
| $300K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Fee schedule is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above. There is no minimum fee.
Fee Estimator
Location
Pickerington, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Southward Financial Services, LLC
State Registrations1 state
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