Southwestern Advisory Group offers financial consulting, advice, leadership, coaching, portfolio management, and custodial account services. They work with individuals, trusts, businesses, and retirement plans. Their process involves analyzing a client's financial situation, defining goals, and recommending strategies to achieve financial independence. They may refer clients to other professionals for non-financial consulting related services.
Fee Structure
Southwestern Advisory Group offers portfolio management services. The maximum annual fee for portfolio management is 0.50% of the value of the account, billed quarterly in advance. For clients using a sub-advisor, the maximum annual fee is 0.25% to Southwestern Advisory Group, and 1.00% to the sub-advisor, for a total of 1.25%. Custodial account services are offered for an annual fee of 0.25%, billed quarterly in advance. Clients with separately managed accounts may incur additional fees ranging from 0.25% to 1.25%. Fees are negotiable.