Jennifer Thompson
Jennifer Thompson is a CFP, ChFC-designated registered investment advisor at Southstate Private Capital Management LLC, based in Hilton Head Island, SC, with 17 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 712 clients with $5B 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee schedules vary by division (e.g., Private Capital Management vs. SouthState Advisory). Fees are negotiable and certain legacy clients may have different rates.
Fee Estimator
Location
2 Palmetto Bay Road, Hilton Head Island, SC, 29928
Get directionsHistory
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
Jennifer serves as a board member for St. Luke's Anglican Church Foundation and The Esther Project-Saint Luke's, dedicating minimal time to each. These activities are not investment-related.
Employment History
Current Registrations
Southstate Private Capital Management LLC
Previous Registrations
Southstate Advisory, INC.
Oak Advisors, LLC
Prudential Financial Planning Services
First Command Financial Planning, INC.
Boys Arnold & CO. INC.
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.
Exams
More Advisors
- Brandon Witt, CFPStrategic Advisers LLC
- Pamela Pena, CFPSequoia Financial Group, L.L.C.
- Mulford Simons, CFPWells Fargo Advisors
- Robert Ziliak, CFPFocus Partners Wealth, LLC
- Brian Corbett, CFPWells Fargo Advisors
- Joseph Flowers, CFPWells Fargo Advisors