Assets Under Management

$188.7M

Number of Clients

1,038

Number of Advisors

8

Average Client AUM

$182K

AUM per Advisor

$23.6M

Compensation

Fee-Only (AUM)

About This Firm

Resolute Capital provides discretionary portfolio management, financial planning, and educational seminars/workshops to individuals, high net worth individuals, and entities. They also offer sub-advisory portfolio management services for unaffiliated investment advisers. Investment strategies are tailored to client goals and risk tolerance.

Fee Structure

Financial Plan Fee:$500 - $10,000

Resolute Capital charges an annual portfolio management fee based on a percentage of assets under management, ranging up to 1.40%. Financial planning services are offered for a fixed fee ranging from $500 to $10,000, depending on complexity. Fees may be negotiated. Insurance commissions are earned separately by financial professionals.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth
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Location

501 River Street, Suite 101, Greenville, SC, 29601

8 Advisors at this firm