Southstate Private Capital Management Fees & Minimum

Overview

Headquarters: Columbia, SC
Total Firm Assets: $5.0 billion
Average High-Net-Worth Client Portfolio Size: $3.0 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV BROCHURE 2026- OTHER-THAN-ANNUAL (2026-07-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,000,000	0.90%
$2,000,001	$5,000,000	0.75%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$41,500	0.83%
$10 million	$66,500	0.66%
$50 million	$266,500	0.53%
$100 million	$516,500	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 13.45%
Number of High-Net-Worth Clients: 219
Total Client Accounts: 1,583
Discretionary Accounts: 1,502
Non-Discretionary Accounts: 81

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 165306

ADV BROCHURE 2026- OTHER-THAN-ANNUAL (2026-07-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Southstate Private Capital Management LLC