Southland Investments offers investment management and financial advice to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Advice includes determining financial objectives, identifying financial problems, cash flow management, education funding, and retirement planning. Southland Investments sells mutual funds and exchange traded funds and uses a proprietary trend tracking methodology.
Assets Under Management$23M
Clients95
Advisors2
Avg. per Client$240K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 3.00% |
| $50K - $100K | 2.40% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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