Southern Incomes provides investment management services to clients. At the beginning of the relationship, Southern Incomes discusses the client's investment experience and financial circumstances to develop a financial outline and investment plan. Southern Incomes manages client portfolios on a discretionary basis, meaning Southern Incomes has the authority to supervise and direct the portfolio without prior consultation with the client.
Assets Under Management$43M
Clients57
Advisors1
Avg. per Client$760K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Southern Incomes may negotiate special fee arrangements where deemed appropriate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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