Colonial Trust Advisors, INC.
Assets Under Management
$1.7B
Number of Clients
934
Number of Advisors
12
Average Client AUM
$1.8M
AUM per Advisor
$139.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Colonial Trust Advisors, Inc. provides asset management based on individual client needs, developing personalized investment policies. Services include discretionary or non-discretionary portfolio management, financial planning, and retirement plan advisory services. They also offer advice on held-away assets using the Pontera platform.
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
Location
233 South Pine Street, Spartanburg, SC, 29302