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
101 East Washington Street, Suite 200, Greenville, SC, 29605
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
Jimmy works as a Portfolio Manager and Investment Analyst at Colonial Trust Company, spending about 40% of his time there. He is also licensed to sell insurance in South Carolina and will receive commissions for selling insurance products.