John Souther is a registered investment advisor at Souther Capital Management L.L.C., based in Jupiter, FL, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4 clients with $6.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Qualified investors may also be charged a performance-based fee of 20% of quarterly net profits above a high water mark. This rate is negotiable.
Fee Estimator
Location
Jupiter, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is an Executive Director at Carrier, focusing on digital strategy, dedicating about a quarter of his time during trading hours and a few hours per week outside trading hours. He also serves as a Director and on the Audit Committee for International Battery Metals, spending minimal time on this role.
Employment History
Current Registrations
Souther Capital Management L.L.C.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.