South Street Advisors provides investment advice and discretionary management of portfolios. They offer various portfolios including U.S. equity, balanced, and fixed-income. The firm tailors its services to individual client needs, agreeing on an investment objective and setting a target asset mixture. Clients can impose individual restrictions on their advisory services.
Assets Under Management$820M
Clients136
Advisors2
Avg. per Client$6.1M
Avg. per Advisor$410M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable; South Street Advisors will determine whether related or affiliated client accounts will be aggregated for billing purposes on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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