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 $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20M+ | 1.00% |
Clients who moved their accounts to the Adviser following the dissolution of another advisory firm unaffiliated with the Adviser bear management fees at an annual rate of 1.14% of the client’s assets under management. Management Fees are negotiable in only the sole and absolute discretion of the Adviser.
Fee Estimator
For separately managed accounts, you'll pay an annual investment management fee based on the value of your assets (see table for rates). These fees are generally charged each quarter, in advance. Fees are negotiable at the Adviser's discretion. The firm generally requires a minimum of $250,000 of assets under management, but this may be waived.
Areas of Practice
Advisor Information
Office location
201 Riverplace, Suite 500, Greenville, SC, 29601
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 →