Portfolio Management

Transparency is one of the pillars that Capital South Wealth Management, LLC. was founded on. You cannot make an informed decision without knowing what you will be charged. Fees will be discussed and agreed upon prior to any engagement. The initial meet and greet in which you and our team will determine compatibility is free. The CFP® professionals of Capital South Wealth Management adhere to a Fiduciary Standard in all of our investment advisory engagements. 

Advisor charged management fees are based on Assets Under Management and are as follows:

First $500,000 ($0-$500,000): 1.0%

Next $500,000 ($500,001-$1,000,000): .95%

Next $1,000,000 ($1,000,001-$2,000,000): .85%

Next $1,000,000 ($2,000,001-$3,000,000): .75%

Next $2,000,000 ($3,000,001-$5,000,000): .70%

Above $5,000,000 ($5,000,001+): .60%