Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000), depending on the complexity of the plan and are negotiable. Asset management fees generally range from 0.50% to 2.00% per year, based on the account size and complexity. Any fee above 2% must be approved by compliance. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
29 Plantation Park Dr. STE 804, Bluffton, SC, 29910
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 ActivitiesSells Insurance
James owns James L. Van Grouw, LLC, providing tax and accounting services, dedicating nearly full-time hours to this business. He also owns JB Holdings, LLC, a real estate rental company, and spends minimal time on this.