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.


Financial Planning 

Transparency is one of the pillars that our firm 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 financial professionals will determine compatibility is free. The CFP® professionals of Capital South Wealth Management adhere to a Fiduciary Standard in all of our financial planning engagements. This means we put our clients interests above our own when making recommendations.

Listed below are our standard fees for comprehensive financial planning services delivered by our CFP® Professionals:

Initial Financial Plan: $3,000

Ongoing financial planning fees are charged after the first year of the initial planning agreement. If the client wishes to continue working with our team the charges will be assessed as follows:

Ongoing Financial Planning: $1,500/year 


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)1.25%

Next $500,000 ($500,001-$1,000,000): 1.00%

Next $1,000,000 ($1,000,001-$2,000,000).90%

Next $1,000,000 ($2,000,001-$3,000,000).80%

Next $2,000,000 ($3,000,001-$5,000,000).75%

Above $5,000,000 ($5,000,001+).60%


Insurance

Commissions are paid to the advisor by the insurance company. We will provide you the commission payout from insurance products on request. Capital South Wealth Management's professional insurance agents choose insurance products based on the criteria below:

1. Need: Does the client have a need for the policy?

2. Financial condition of the insurance company: Is the insurer able to pay all of its claims and remain solvent.

3. Cost to the client: If more than one policy passes the first two screens, the policy that will cost the client less will be selected.