Studdard Financial is a registered investment advisor founded in 2012 and owned by Byron Studdard. Located in Germantown, Tennessee, the firm manages investment portfolios and provides personalized financial planning services. Studdard Financial uses fundamental and technical analysis to build customized stock, bond, and mutual fund portfolios based on each client's goals and risk tolerance. In addition to managing investments, Studdard Financial's services cover retirement planning, tax strategies, estate planning, education funding, and divorce-related financial issues. The firm serves individuals and high-net-worth clients, typically requiring a minimum account size of $250,000, though this minimum can be waived.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are negotiable and may vary between clients depending on the scope and complexity of services.