When we take on a client we feel that his/her best interests must be placed above all else and that he/she should be given the personal attention and the highest standard of excellence in service that we can give. This commitment is extended to every client regardless of whether it is our largest or smallest account. We strive to provide our clients with the quality money management that we would seek for ourselves based upon integrity and competence as well as service.
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Name of Custodial Firm
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Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Registered Investment Advisor
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets
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Additional Detailed Disclosureshttps://www.financialadvisor.net/disclosure/1816345/financialadvisor-southern-capital-services,-inc.-registered-investment-advisor-detailed-disclosure