Southbound Wealth is a fee-only registered investment advisor offering investment management and financial planning services. They develop personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Services are tailored to individual client needs.
Assets Under Management$2.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.4M
Fee Structure
Planning is included in investment management
For clients engaging in ongoing financial planning services with Southbound Wealth, investment management is included at no additional cost. Southbound Wealth does not offer investment management as a standalone service.
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