South Shore Investment Services (SSIS) offers investment advice to help clients meet their financial and retirement goals. SSIS provides ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. SSIS also offers financial planning services that may include investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. SSIS may direct clients to third-party investment advisors.
Assets Under Management$57M
Clients350
Advisors2
Avg. per Client$160K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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