Soard Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,425,250
Total clients
250
5% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
125
Average account size
$297,701
Client services
Fee options
All Values+: 1.50% annually for asset management by Soard Financial Management, LLC All Assets+: 1.50% annually total fee for Strategic, Tactical, Allocation & Defined Outcome portfolios (GI 0.50% + SFM 1.00%) All Assets+: 1.00% annually total fee for Preservation Portfolios (GI 0.40% + SFM 0.60%) All Assets+: 1.50% annually total fee for Private Wealth Portfolios (GI 1.00% + SFM 0.50%) All Assets+: $300 flat annual fee for Client Directed Accounts (GI $300 + SFM $0)
Minimum fee: Client Directed Accounts: $300 annual fee, minimum quarterly fee $25 Fee-only: Financial planning services offered at no additional cost
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Soard Financial Management, LLC
1907 W 33 Rd Street, Suite 120
Edmond OK 73013, United States
Number of offices
3
Forms ADV
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