Southern Trust Wealth Managment is committed to helping you pursue your long-term financial
goals. We can help you answer the questions you may have about your financial future, such as:
Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I position my investments for higher potential returns while reducing risk?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?
Am I making the right decisions to minimize my taxes?
General Information |
| Firm Start Year: | 1923 | |
| Insurance License#: | 469113 |
| Name of Broker/Dealer: | Silveroak Securities LLC |
| Name of Custodial Firm: | Schwab, TD Ameritrade, Fidelity |
| Work with the following types of clients: | Businesses, Businesses, Individual Investors |
| Advisory Services Provided: | Legal Advice and Services, Financial Planning for Individuals, Investment Advice & Management, Financial Planning, Wealth Management |
Services |
| Can meet clients in the following ways: | Email, Phone, Your Home, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 134 |
Compensation and Fees |
| Compensation Methods: | Flat Fee, Hourly, Based on Assets |
Education |
| B.A with minor in finance | Clemson university |
| MBA | LSU |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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