For investment advisory accounts managed for clients, our compensation arrangements are done so on a fee-only basis through the firm’s wrap program. Souders Financial Advisors’ fee-based approach to financial planning and investing is designed to put our clients first and ensures we are always working in their best interest. We provide comprehensive services to our clients, and financial planning services are offered at no additional charge for clients who maintain sufficient assets under our firm’s management. Our fees are assessed on a tiered schedule based on assets under management as shown below:
Financial planning/consulting services are also available when advice or financial planning analysis is desired without our firm managing assets. Clients will either be billed a flat or hourly rate, as disclosed by the advisor before services are rendered.
While a majority of our firm’s business is done through an advisory relationship, advisors may also offer brokerage products through Private Client Services to meet investors’ needs.