Southfork Investment Management offers investment management services, where they make investment decisions for you, and financial planning, which can be provided alongside investment management or as a separate service. Financial planning covers topics like retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. You are not obligated to act on their financial planning recommendations or to execute transactions through them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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