Southstate Advisory, INC.
Assets Under Management
$3.8B
Number of Clients
300
Number of Advisors
16
Average Client AUM
$12.6M
AUM per Advisor
$236.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SouthState Advisory offers client-focused investment advisory services with open architecture, utilizing research partners, sub-managers, and various securities. They provide customized financial planning services, including retirement, education, estate, and business succession planning. Retirement plan services include investment fiduciary, administration, compliance, recordkeeping, and consulting.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fee Estimator
Investment advisory fees are based on the market value of your assets under management. Financial planning fees are typically included in the investment management fees. If significant planning is required, separate fees are negotiable, ranging from $500 to $50,000 or more, hourly or retainer-based. Retirement plan service fees vary based on selected services and are either flat or based on asset value. Consulting fees range from $75 to $350 per hour.
Areas of Practice
Location
520 Gervais St, Columbia, SC, 29201