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 $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable when assets under management exceed $2 million.
Fee Estimator
For direct clients, the annual advisory fee is typically 1.00% on the first $2 million of assets managed. Fees are negotiable for assets exceeding $2 million. The minimum account size is $500,000. For indirect clients through a Financial Advisor or Wrap Program, fees are negotiable but typically do not exceed 0.50% per year, with a $100,000 minimum. For non-discretionary model programs, fees typically do not exceed 0.35% per year. Fees are exclusive of custodian fees, brokerage commissions, and other related costs.
Areas of Practice
Advisor Information
Office location
145 King Street, Suite 400, Charleston, SC, 29401-2229
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 →