Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees can be up to 2.00% annually, negotiable and pro-rated quarterly. Some alternative investments may incur a performance-based fee (Carried Interest) of up to 25% of profits above a threshold. Financial planning fixed fees range from $500 to $40,000, while hourly fees are $350/hour, both negotiable. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Areas of Practice
Advisor Information
Office location
135 S Main St, Suite 600, 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 Activities
Brian is a Federal Firearms Licensee, purchasing and selling firearms, dedicating minimal time to this non-investment related activity. Brian also owns AI Advisor Tools, providing training to other financial advisors on AI tools for a few hours per week.