Donald Soard
Donald Soard is a registered investment advisor at Soard Financial Management, LLC, based in Edmond, OK, with 14 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 250 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable. For client-directed accounts, SFM charges a flat annual fee of $300. SFM also works with Gradient Investments, LLC (GI) as a co-advisor. The fees for these services are based on a percentage of the assets managed and are negotiable. SFM receives a portion of the management fees charged by GI. For Strategic & Tactical, Allocation & Defined Outcome Portfolios, the annual fee is 1.50%. For Preservation Portfolios, the annual fee is 1.00%. For Private Wealth Portfolios, the annual fee is 1.50%.
Fee Estimator
Location
1907 W 33rd Street, Suite 120, Edmond, OK, 73013
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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
Donald owns Soard Financial Concepts, an insurance agency, since 2008. He dedicates about 10-20% of his time to this, with most of that time occurring during market hours, focusing on insurance sales.
Employment History
Current Registrations
Soard Financial Management, LLC
State Registrations2 states
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