South County Wealth Planning (SCWP) offers investment management and financial planning services. SCWP develops investment plans based on clients' goals and manages portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. SCWP also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$5.5M
Clients15
Advisors1
Avg. per Client$360K
Avg. per Advisor$5.5M
www.southcountywealth.com ·www.linkedin.com/in/sue-gardiner-cfp%c2%ae-mba-... ·www.linkedin.com/company/south-county-wealth-pl...
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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