Soard Financial Management provides investment management and financial planning services to individuals and high net worth individuals. Investment management can be discretionary or non-discretionary. Financial planning covers wills, estate planning, investments, retirement, Social Security, taxes, and insurance. Soard Financial Management also holds seminars and workshops.
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%.