South Atlantic Capital Management Group is an investment advisory firm offering discretionary investment management services. They work with individuals, trusts, corporations, and other entities, focusing on long-term investment strategies. South Atlantic Capital manages client portfolios, making investment decisions without prior client consultation. They invest in resilient companies suitable for long-term investment and undervalued by the market.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
For balanced accounts, the fee schedule is 1.0% for non-fixed-income assets and 0.5% for fixed-income assets for accounts up to $5,000,000 and negotiable above that. South Atlantic Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where South Atlantic Capital deems it appropriate under the circumstances.