Services

Ongoing financial planning

Project based work

Asset management

Pricing

Financial planning & asset management

• The maximum fee at Southbound Wealth is 1% of assets under management and scales downward based on the amount invested.

Financial planning

• For financial planning only (no asset management) the fee is $2,000 - $10,000 / YR based on complexity.

Project based work

• $2,000 - $10,000 based on the project