Sunbelt Securities, through its Investment Advisory Representatives (IARs), provides investment advisory services to clients. These services include the Sunbelt Rep Directed Wrap Fee Program, financial planning, and recommendations of third-party money managers. Sunbelt's IARs tailor investment advice to meet individual client needs and goals. They gather information about the client's risk tolerance, investment objectives, and other relevant information to recommend suitable portfolios. Sunbelt also offers financial planning services that focus on a client's overall financial situation, including investments, tax planning, asset allocation, and retirement planning.
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).