Southbridge Advisors, LLC
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
About This Firm
Southbridge Advisors provides portfolio management services, creating customized portfolios 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 available Institutional Strategists.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Wrap management fee is negotiable.
Fee Estimator
You'll pay an annual wrap management fee based on your portfolio size (see rates in table). The fee is calculated and collected quarterly, either in arrears or in advance, based on the custodian reported average daily balance. The wrap management fee is negotiable. The management fee does not include the sub-adviser’s management fee. There is no minimum account size requirement.
Areas of Practice
Location
533 Johnson Ferry Road, Suite 200, Marieta, GA, 30068