Southern Magnolia offers customized investment solutions and financial consulting to individuals, high net worth individuals, trusts, and estates. As a fiduciary, Southern Magnolia aims to act in the client's best interest. Investment strategies are long-term focused, utilizing mutual funds, ETFs, individual equities, and bonds. Financial consulting services cover investment, retirement, estate planning, and insurance needs. Clients are not obligated to implement recommendations.
Assets Under Management$15M
Clients86
Advisors1
Avg. per Client$180K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may be offered a fixed fee not to exceed the annual rate above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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