Southern Capital Services INC
Assets Under Management
$174.1M
Number of Clients
706
Number of Advisors
6
Avg. Portfolio per Client
$247K
Avg. Managed per Advisor
$29.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Southern Capital Services offers ongoing investment management based on each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client to help select a suitable portfolio. They generally limit their money management to mutual funds, stocks, bonds, ETFs, REITs, insurance products including annuities, and government securities.
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location
29000 Us Hwy 98, The Summit, Suite 203-B, Daphne, AL, 36526