Southward Financial Services provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. Services include financial goal setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Southward Financial Services also offers tax preparation services provided by a CPA on staff. The firm is fee-only and does not sell commissioned products.
Assets Under Management$18M
Clients27
Advisors1
Avg. per Client$670K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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