Assets Under Management
$349.7M
Number of Clients
223
Number of Advisors
6
Average Client AUM
$1.6M
AUM per Advisor
$58.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Southbridge Advisors provides portfolio management services, creating customized portfolios managed on a discretionary or non-discretionary basis. They recommend Institutional Strategists through Charles Schwab's Model Market Center based on client objectives, risk tolerance, and other factors. The firm conducts due diligence on Institutional Strategists, considering fees, reputation, performance, and financial strength.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.00% |
The wrap management fee is negotiable.
533 Johnson Ferry Road, Suite 200, Marieta, GA, 30068