Southbridge Advisors provides personalized portfolio management and comprehensive financial planning services to individuals, high net worth individuals, businesses, charities, and retirement plans. The firm builds customized investment portfolios using Modern Portfolio Theory, operating on either a discretionary or non-discretionary basis. To assist with portfolio management, Southbridge Advisors may recommend third-party institutional strategists or third-party investment advisers. In addition to investment management, the firm offers comprehensive financial planning covering net worth statements, cash flow analysis, tax planning, insurance and long-term care analysis, retirement projections, and 401(k) reviews. Southbridge Advisors also sponsors a wrap fee program and has team members who are licensed insurance agents.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Management fees are negotiable and can be calculated and collected quarterly in arrears or in advance. Institutional strategists may add a platform fee of up to 0.75%.