DR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
912 clients
Average Client Portfolio
$377K average
Assets Under Management
$344.0M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiated in some instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$500 - $10,000
Hourly Rate:Up to $500/hr
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning services are offered on an hourly basis (up to $500/hour), fixed rate ($500 to $10,000), or annual retainer ($500 to $10,000 per year). Fees may be negotiable. Clients may also incur transaction fees.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Simpsonville, SC
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Bull Harbor Capital LLC.
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Curran Financial Partners, LLC
January 2022 - April 2023 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - January 2022 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2019 - January 2022 · 3 yrs
State Registrations2 states
MDSC
Advisor
Exams
No exam information available for this advisor.