SouthCol Advisors provides investment advisory services to institutions, high net worth individuals, individuals and families. SouthCol serves clients as a legally required to act in your best interest. SouthCol utilizes the services of Envestnet Asset Management for trading and investment research, reporting, and determining client risk and appropriate asset allocations. SouthCol primarily allocates client assets across mutual funds, equities, exchange traded funds, closed-end funds, unit investment trusts, real estate investment trusts, and to Separate Accounts and/or Unified Managed Accounts, all of which are managed by independent third-party investment managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10M+ | 0.40% |
Independent Managers and the Platform Manager charge their own fees that are in addition to SouthCol’s fees. All fees are subject to negotiation and can vary from the amounts shown in the above tables.