Souther Capital Management offers portfolio management services based on clients' goals, risk tolerance, and time horizon. They create investment plans and manage investments in various securities. They also offer financial planning services covering areas like retirement, college, and tax planning. Souther Capital Management may use short sales, margin transactions, and options writing.
Assets Under Management$6.6M
Clients4
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Qualified investors may also be charged a performance-based fee of 20% of quarterly net profits above a high water mark. This rate is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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