Southworth Investment Management offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Southworth Investment Management creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. Southworth Investment Management generally limits its money management to mutual funds, equities, ETFs, and REITs.
Assets Under Management$32M
Clients8
Advisors1
Avg. per Client$4M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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