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 $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable when assets under management exceed $2 million.
Fee Estimator
For direct clients, the annual advisory fee is typically 1.00% on the first $2 million of assets managed. Fees are negotiable for assets exceeding $2 million. The minimum account size is $500,000. For indirect clients through a Financial Advisor or Wrap Program, fees are negotiable but typically do not exceed 0.50% per year, with a $100,000 minimum. For non-discretionary model programs, fees typically do not exceed 0.35% per year. Fees are exclusive of custodian fees, brokerage commissions, and other related costs.
Areas of Practice
Advisor Information
Office location
145 King Street, Suite 400, Charleston, SC, 29401
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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