Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Passive Management Service: 1.00%. Active Management Service: 1.50%. Fees are negotiable.
Fee Estimator
Investment management fees are based on assets under management. The standard advisory fee for the passive management service is 1.00%. The standard advisory fee for the active management service is 1.50%. Financial planning is offered at an hourly rate of $300, or a fixed fee between $750 and $1,500, depending on the complexity of the plan. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
115 River Landing Dr, Suite 200, Daniel Island, SC, 29492
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 Activities
Frank is a silent investor in Bene Hospitality and Table 95 Hospitality (CTH Investors LLC). He dedicates no time to these businesses and has no decision-making duties.