Overview
- Headquarters
- Greenville, SC
- Total Firm Assets
- $2.6 billion
- Average High-Net-Worth Client Portfolio Size
- $3.2 million
Fee Disclosure
Source: DISCLOSURE BROCHURE (2026-03-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $215,000 | 1.50% |
| $215,001 | $250,000 | 1.47% |
| $250,001 | $400,000 | 1.45% |
| $400,001 | $500,000 | 1.40% |
| $500,001 | $600,000 | 1.35% |
| $600,001 | $700,000 | 1.30% |
| $700,001 | $800,000 | 1.25% |
| $800,001 | $1,000,000 | 1.20% |
| $1,000,001 | $1,500,000 | 1.15% |
| $1,500,001 | $2,000,000 | 1.05% |
| $2,000,001 | $2,250,000 | 0.99% |
| $2,250,001 | $2,500,000 | 0.95% |
| $2,500,001 | $2,750,000 | 0.92% |
| $2,750,001 | $3,000,000 | 0.89% |
| $3,000,001 | $4,000,000 | 0.86% |
| $4,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $6,500,000 | 0.70% |
| $6,500,001 | $11,000,000 | 0.65% |
| $11,000,001 | $15,000,000 | 0.60% |
| $15,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | $35,000,000 | 0.40% |
| $35,000,001 | $50,000,000 | 0.35% |
| $50,000,001 | $75,000,000 | 0.30% |
| $75,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,614 | 1.36% |
| $5 million | $50,590 | 1.01% |
| $10 million | $83,840 | 0.84% |
| $50 million | $256,840 | 0.51% |
| $100 million | $394,340 | 0.39% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 87.93%
- Number of High-Net-Worth Clients
- 734
- Total Client Accounts
- 6,830
- Discretionary Accounts
- 5,319
- Non-Discretionary Accounts
- 1,511
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 283656
- DISCLOSURE BROCHURE (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗