South Pointe Advisors manages investment portfolios for clients, creating individualized plans based on their goals and risk tolerance. They primarily use exchange-traded funds but may also use other securities. South Pointe may recommend third-party investment advisors. South Pointe also offers comprehensive financial planning, which includes multiple meetings and a written financial plan.
Fee Structure
South Pointe Advisors charges up to 2.0% annually to manage your investments. The exact fee will be in your agreement. In rare cases, the fee may be negotiable. Fees are generally billed quarterly, in advance. South Pointe may recommend a third-party advisor to manage your investments. In this case, you will be charged two separate fees: one by South Pointe and one by the third-party advisor, but the combined fee will not exceed 3.00%. South Pointe's fee for recommending and monitoring a third-party advisor typically ranges from 0.50% to 1.50% annually, billed quarterly in advance.