Southern Capital Management Corporation provides investment advice to individuals, retirement accounts, trusts, and private accounts. Services include retirement income planning and wealth management. Southern Capital Management does not take discretionary authority, meaning clients make the final decision on investments. Client assets are held by a third-party custodian, Altruist Financial LLC.
Assets Under Management$43M
Clients85
Advisors2
Avg. per Client$510K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for any excess over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...