William Lewis Barlow

Southstate Advisory, INC.

2 Years of Experience

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Firm Information

Southstate Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

16 advisors

Number of Clients

300 clients

Average Client Portfolio

$12.6M average

Assets Under Management

$3.8B

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $3.0M	0.75%
$3.0M - $5.0M	0.50%
$5M+	0.40%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$500 - $50,000

Hourly Rate:$75 - $350/hr

Investment advisory fees are based on the market value of your assets under management. Financial planning fees are typically included in the investment management fees. If significant planning is required, separate fees are negotiable, ranging from $500 to $50,000 or more, hourly or retainer-based. Retirement plan service fees vary based on selected services and are either flat or based on asset value. Consulting fees range from $75 to $350 per hour.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth

Advisor Information

Office location

945 E. Paces Ferry Rd. Ne, Suite 1600, Atlanta, GA, 30326

Get directions

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.