South County Wealth Planning is a registered investment advisor based in Rhode Island that offers personalized investment management and financial planning services to individuals, high-net-worth individuals, businesses, and charitable organizations. The firm focuses on passive investment strategies, utilizing low-cost index mutual funds and exchange-traded funds designed around each client's specific goals, time horizon, and risk tolerance. In addition to managing portfolios, South County Wealth Planning provides comprehensive financial planning covering retirement, tax strategies, estate planning, cash flow, employee benefits, and risk management. The firm operates as a fee-only practice, meaning compensation comes solely from client fees rather than commissions on financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Household accounts may be aggregated for fee calculation purposes.