South Shore Capital Advisors is a registered investment advisor managing separate accounts comprised of stocks, bonds, and mutual funds. Portfolios are customized based on client investment objectives and risk profiles. They also develop financial plans for clients, considering cash flow needs, risk tolerance, life expectancy, and tax situation. This financial planning is included as part of their overall service and does not incur a separate fee.
Assets Under Management$270M
Clients96
Advisors3
Avg. per Client$2.8M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for additional assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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