Souders Financial Advisors helps individuals, business owners, and corporations plan for retirement. Souders offers personal wealth management, investment planning, retirement income planning, insurance planning, education planning, and estate & legacy planning. Souders also assists plan participants with educational services related to onboarding new participants into their retirement plans.
Assets Under Management$1.1B
Clients1,314
Advisors14
Avg. per Client$810K
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $1.2M | 0.80% |
| $1.3M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are calculated and billed quarterly in advance. Client accounts may be aggregated for fee arrangement purposes in order to achieve break points. For certain clients, the firm will use a flat or fixed fee schedule, which is often influenced by the scope of the engagement and the services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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