SouthBridge Capital Partners offers non-discretionary investment management, independent third-party money management, and retirement services. SouthBridge manages portfolios for individuals, high-net-worth individuals and families, estates, trusts, partnerships, retirement plans, corporations, and charitable foundations. SouthBridge does not provide tax or legal advice.
Assets Under Management$7.3M
Clients17
Advisors2
Avg. per Client$430K
Avg. per Advisor$3.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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