Capital South Wealth Management offers investment management and financial planning services. Investment management involves creating a plan based on your goals and risk tolerance. Financial planning covers retirement, education, legacy, insurance, investment, budget, tax, major purchase, divorce, debt management, business exit, cash flow, and Social Security planning. Capital South also holds educational seminars and workshops.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Assets Held Away: Up to 1.00% of managed assets. The annual fee is negotiable.