| Assets Under Management | 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 are negotiable on a client-by-client basis.
233 South Pine Street, Spartanburg, SC, 29302
Get directionsNo 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 →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.