Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees range up to 2.5% annually, billed quarterly in advance. Flat fees are also used, generally up to $10,000 annually. Financial planning and consulting are charged hourly (up to $1,000/hour) or flat fee ($1,500 to $10,000). Pension consulting is charged hourly (up to $1,000/hour), flat fee ($1,000 to $10,000), or percentage of assets (up to 2.5%). A retainer of 50% is generally required for financial planning, not exceeding $1,200 when services can't be rendered within six months.
Areas of Practice
Advisor Information
Office location
220 North Main Street, Suite 500, Greenville, SC, 29601
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent and accountant, providing CPA/tax services. He may offer clients advice or products from these activities, which could present a conflict of interest due to potential commissions.