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 ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5.0M - $10.0M0.60%
$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
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

6 Advisors at this firm

Southern Capital Services INC | TrueAdvisor