Southernmost Advisors manages investment portfolios, creates personalized financial plans, and offers tax preparation services. Southernmost Advisors builds customized portfolios using a systematic, evidence-based approach that focuses on long-term expected returns, broad diversification, and cost control. Clients can choose standalone investment management or a comprehensive wealth management service that bundles investment advice, continuous financial planning, and tax preparation. The firm primarily serves individuals, families, and business owners, operating as a fee-only registered investment advisor with no product sales commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fee is 1.50% of assets under management, negotiable. Comprehensive wealth management clients are subject to a minimum monthly fee of $599, which can be offset by investment management fees. Qualified investors may be subject to a performance fee of up to 33% of outperformance over a benchmark.