Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various fee structures depending on the service and assets managed. Financial planning and consulting fees range from $5,000 to $25,000. Investment management fees vary based on the assets managed and the program used (Intelligent Portfolios, fixed income, retirement plan accounts via Pontera, or other assets). Fees are negotiable for Ultra High Net Worth clients and those participating in the Multi-Family Office engagement. Additional fees may apply from third-party custodians and broker-dealers. Note: This firm's brochure lists multiple fee rates for the same asset level. The fee table below shows the rates for Intelligent Portfolios, fixed income investments, retirement plan accounts managed using Pontera, all other assets, and Ultra High Net Worth assets.
Areas of Practice
Advisor Information
Office location
10 Toy Street, Suite 200, 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.
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Kendall is a partner in Mac3 Holdings, LLC, an LLC for a family property that is being rented. This activity requires minimal time.