| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum account size of $500,000 and annual fee of $5,000 are negotiable.
40 West Broad Street, Suite 350, Greenville, SC, 29601
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Danny is the president and a founding shareholder of G&G Insurance Services, Inc., an insurance agency, since 2009. He dedicates a few hours per week to strategic planning and risk management advice.