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 |
|---|---|
| $0K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.5M | 0.70% |
| $4.5M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees vary and are negotiable. The maximum annual fee for investment advisory services is 1.25%.
Fee Estimator
Portfolio management fees are based on a tiered structure (see table). Financial planning fees are separate and in addition to portfolio management fees. There is a minimum fee of $2,400 for all financial planning services. Fixed financial planning fees range from $1,500 to $100,000, paid quarterly or semi-annually in advance. Hourly fees for ongoing financial planning range from $250 to $350, paid quarterly in arrears.
Areas of Practice
Advisor Information
Office location
635 East Bay Street, Suite C, Charleston, SC, 29403
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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