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Southern Wealth Builders

Updated today

Total assets under management

$1,267,510

Total clients

13

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

13

Average account size

$97,501

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Up to $500 one-time upfront fee for initial ongoing financial planning; $100-$400 monthly fixed fee for ongoing financial planning; $1,000 to $3,000 fixed fee for project-based financial planning; $0 to $1,500 per seminar for educational seminars.

Percentage

$0 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001+: 0.75%

Project-based

$250/hour for project-based financial planning.

Other

Fee-only: Fee-only firm compensated solely by clients; no commissions or sales-related compensation.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Southern Wealth Builders

Birmingham AL, United States

Number of offices

1

Warmer team member

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