| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Investment advisory fees are based on a percentage of your portfolio's market value, ranging from negotiable to 1.50%. Financial planning and consulting fees range from $1,000 to $3,500 on a fixed fee basis, or $150 to $200 per hour. There is also a per account administrative fee of $25.00 per quarter that may be waived at the discretion of the Registrant. Fees are negotiable in special circumstances.
3 Clark Summit Drive, Suite 201, Bluffton, SC, 29910
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