How do I work with southern kentucky financial services for wealth management services?
At Southern Kentucky Financial Services we utilize the spectrum of financial disciplines available, such as financial and investment advice, estate planning, tax services, and retirement planning, to manage our client's wealth for one set cost. That cost generally ranges between 0.5% – 1.0% of the assets we manage, depending on the amount invested. This fee is deducted right from your investment advisory account on a quarterly basis. For example, if the annual investment advisory fee is 1.0%, then 0.25% is billed quarterly.
We only assess our fee on the assets under management by our firm, but we do advise on all our client’s assets to help them achieve their goals and objectives. For example, if a client had $1,000,000 of assets under management with Southern Kentucky Financial Services but also has $500,000 of company stock and 2 investment properties, we help advise on all their assets, liabilities, and opportunities even though we are only actively managing and billing on the $1,000,000 they have entrusted with us.