MN
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
934 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,000
Financial Plan Fee:$1,500 - $5,000
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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
233 South Pine Street, Spartanburg, SC, 29302
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Colonial Trust Advisors, INC.
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Usi Securities, INC. Broker
January 2021 - October 2021 · 9 mos
Usi Advisors
December 2020 - October 2021 · 10 mos
Bb&t Institutional Investment Advisers, INC.
August 2016 - October 2020 · 4 yrs 2 mos
Kestra Advisory Services, LLC
April 2016 - August 2016 · 4 mos
NFP Advisor Services, LLC
June 2013 - August 2016 · 3 yrs 2 mos
Kestra Investment Services, LLCBroker
August 2012 - August 2016 · 4 yrs
Securities America Advisors, INC.
September 2010 - August 2012 · 1 yr 11 mos
Securities America, INC.Broker
August 2010 - August 2012 · 2 yrs
E*trade Capital Management, LLC
April 2009 - August 2010 · 1 yr 4 mos
E*trade Securities LLCBroker
April 2007 - August 2010 · 3 yrs 4 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.