Souther Capital Management offers ongoing portfolio management and financial planning services tailored to each client's individual goals, risk tolerance, and time horizon. Souther Capital Management builds a personalized Investment Policy Statement for every client to guide asset allocation, strategy, and security selection across stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm has the authority to make trades in client portfolios without asking first. In addition to standard portfolio management, Souther Capital Management works with qualified investors on performance-based fee structures and provides standalone financial planning covering retirement, taxes, estate, and debt management.
Fee Structure
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 based on client needs and situation complexity. Qualified investors may be charged a performance-based fee of 20% of quarterly net profits above a high water mark instead of or in addition to standard fees.