Southern Pacific Asset Management manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Southern Pacific may use third-party investment advisors to assist with managing client accounts.
Assets Under Management$7.4M
Clients57
Advisors1
Avg. per Client$130K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts over $2,000,000. If Southern Pacific utilizes an Outside Manager, their fee ranges from 0.13% to 0.85% and is billed based on the same method and frequency. The combined fee charged to the Client will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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