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.
Assets Under Management$170M
Clients706
Advisors6
Avg. per Client$250K
Avg. per Advisor$29M
www.southerncapitalservices.com ·www.facebook.com/southerncapitalservicesinc ·www.linkedin.com/company/southern-capital-services
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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