Southern Capital Partners (SCP) provides investment management and financial planning services. For investment management, SCP can make trades for you without asking first, or get your approval for each trade. SCP also offers financial planning, including full financial plans and consulting on specific topics. Investment strategies are tailored to each client's goals. SCP may use sub-advisors to manage client portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
The annual fee is negotiable based upon certain criteria. Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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