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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fee Estimator
Investment advisory fees are based on the market value of your assets under management. Financial planning fees are typically included in the investment management fees. If significant planning is required, separate fees are negotiable, ranging from $500 to $50,000 or more, hourly or retainer-based. Retirement plan service fees vary based on selected services and are either flat or based on asset value. Consulting fees range from $75 to $350 per hour.
Areas of Practice
Advisor Information
Office location
2 Palmetto Bay Road, Hilton Head Island, SC, 29928
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
Jennifer serves as a board member for St. Luke's Anglican Church Foundation and The Esther Project-Saint Luke's, dedicating minimal time to each. These activities are not investment-related.