Southbound Wealth is a registered investment advisor founded in April 2024 and principally located in South Carolina. The firm offers comprehensive financial planning and ongoing investment management services to individuals and families. Southbound Wealth operates as a fee-only firm, meaning compensation comes solely from clients rather than commissions or third-party products. Investment management services include building personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities, with discretionary trading authority. Financial planning covers a broad range of topics including retirement planning, tax strategies, estate planning, cash flow and debt management, risk management, and business planning. Services are delivered through ongoing annual engagements or one-time project-based engagements.
Fee Structure
Southbound Wealth includes investment management at no additional cost for clients who engage the firm for ongoing comprehensive financial planning. The firm does not charge a separate percentage-of-portfolio fee for investment management.