Paul Shifflet is a CFA-designated registered investment advisor at Newsouth Capital Management INC, based in Memphis, TN, with 4 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 170 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewSouth Capital Management charges a percentage of your portfolio's value each year. The exact percentage depends on the type of account and how much you invest.
For Small Cap Value and Small/Mid Cap Value accounts:
- 1.00% on the first $25 million
- 0.85% on the next $25 million
- 0.75% over $50 million
For Mid Cap Value and Value Opportunity accounts:
- 0.75% on the first $25 million
- 0.65% on the next $25 million
- 0.60% over $50 million
For balanced accounts:
- 0.70% on the first $25 million
- 0.60% on the next $25 million
- 0.50% on amounts over $50 million
For intermediate fixed income and cash management accounts:
- 0.40% on the first $25 million
- 0.35% on the next $25 million
- 0.30% on amounts over $50 million
These fees do not include brokerage commissions or other investment-related costs.
Location
999 S. Shady Grove Road, Suite 501, Memphis, TN, 38120-4129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Newsouth Capital Management INC
State Registrations2 states
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