Southbridge Advisors provides financial planning, portfolio management, and recommendations for institutional strategists or third-party investment advisors. Financial planning covers various topics like net worth, cash flow, tax, insurance, and retirement. For portfolio management, Southbridge Advisors creates customized portfolios and may recommend institutional strategists through Charles Schwab's Model Market Center or other third-party advisors. They monitor accounts and act as the client's primary financial advisor.
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% |
The management fee is negotiable. When Southbridge Advisors uses the services of an Institutional Strategist, the above fees are separate and distinct from any platform fee and the Institutional Strategist’s management fee. The maximum Market Model Center annual platform fee is 0.75%. The Institutional Strategist’s fee is included in the platform fee.