Southern Financial Group offers portfolio management on a discretionary basis, creating investment policies based on client goals, risk tolerance, and time horizons. They also provide financial planning services, including reviews of personal finances, tax and cash flow, investments, insurance, retirement, and estate planning. Consulting, income tax preparation, and estate settlement services are also available on a case-by-case basis.
Assets Under Management$1.1B
Clients1,146
Advisors3
Avg. per Client$920K
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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