Southport Station Financial Management offers personalized financial planning, asset management, and consulting services. They work with clients to determine their investment objectives and then manage their assets accordingly. They also provide financial planning services covering estate, tax, and insurance planning. Southport Station may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$180M
Clients215
Advisors3
Avg. per Client$860K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fees are negotiable for accounts over $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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