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 $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
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
Advisor Information
Office location
6 Calendar Court, Suite 1, Columbia, SC, 29206
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
Henry is employed by Colonial Trust Company as a Financial Advisor, dedicating about half of his time to this role. He is also licensed to sell insurance in South Carolina and Florida and will receive commissions for these sales.