Charles Clementson is a registered investment advisor at Colonial Trust Advisors, INC., based in Spartanburg, SC, with 16 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 934 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Fees may be negotiable. Minimum annual fixed fee is $1,000.
Fee Estimator
Location
233 South Pine Street, Spartanburg, SC, 29302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Charles is the Vice Chair of The Charles Lea Center Foundation, dedicating minimal time to raising awareness and funds for individuals with disabilities. He is also a Vice President - Financial Advisor & Trust Officer at Colonial Trust Company, spending about a third of his time on fiduciary services and investment management.
Employment History
Current Registrations
Colonial Trust Advisors, INC.
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Investment Advisors
Proequities, INC.Broker
Wachovia Securities, INC.Broker
Wachovia Securities, INC.Broker
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.