Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are paid quarterly, in advance, and range up to 1.50% annually, based on factors like complexity and asset level. Standalone financial planning is offered on an hourly basis (up to $500/hour) or fixed fee basis (up to $50,000 annually). Fees may be negotiable. The firm generally requires a minimum relationship size of $1,000,000, which can be waived at the Advisor’s sole discretion.
Areas of Practice
Advisor Information
Office location
126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492
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
Martha is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating minimal time to this activity. She is also dually registered with Harbour Wealth Management Group, Inc. and M Holdings Securities, Inc., spending nearly all of her time as an investment advisor representative.