Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
The annual fee for portfolio management is based on a percentage of your assets under management. For financial planning services, fees typically range from $1,500 to $5,000, negotiated at the start of the engagement. The minimum annual fixed fee is $1,000. Held-away accounts are included in the fee calculations. Clients are also responsible for fees charged by custodians and broker-dealers.
Areas of Practice
Advisor Information
Office location
233 South Pine Street, Spartanburg, SC, 29302
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
Bert is employed by Colonial Trust Company as Chairman, President, COO, and Senior Trust Officer, dedicating the majority of his time to this role. He also serves as Chair of the Investment Advisory Committee for the Spartanburg County Foundation, spending minimal time on this activity.