Souders Financial Advisors offers personalized wealth management, retirement income planning, investment portfolio management, insurance planning, education planning, estate legacy planning, and tax management services. The firm designs customized long-term strategies to help clients grow and preserve wealth based on their specific lifestyle and risk tolerance. Souders Financial Advisors utilizes model portfolios and diversified asset allocations, focusing on quality investments and income-generating assets for clients in or near retirement. The firm serves individuals, high-net-worth individuals, trusts, pension plans, and foundations from its offices in Ohio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.3M | 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% |
All fees are subject to negotiation. Client accounts may be aggregated for fee arrangement purposes in order to achieve breakpoints.