New Southern Advisory Services offers custom investment portfolio management to individuals, trusts, estates, and businesses. New Southern uses a strategic approach to allocate investments based on your risk tolerance. They may use various investments, including stocks, bonds, mutual funds, and annuities. New Southern does not take custody of your assets.
Assets Under Management$36M
Clients20
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
New Southern Advisory Services charges a monthly fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.50% depending on the investment strategy and the size of your account. These fees may be negotiable. Any transaction fees initiated by New Southern will be credited against the advisory fee.
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