Assets Under Management
$2.4M
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$2.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Southbound Wealth LLC offers fee-only financial planning and investment management services. Financial planning covers business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Services are tailored to individual client needs and restrictions.
SC, United States