Steven Wickline
Steven Wickline is a CFA-designated registered investment advisor at Southstate Private Capital Management LLC, based in Daniel Island, SC, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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
SouthState Private Capital Management charges a percentage of your portfolio's value each year for investment management. The specific rate depends on which of SouthState's advisory businesses manages your account. Fees are negotiable and can vary based on the services provided, the type of client, the size of the account, and other factors.
Private Capital Management Standard Fee Schedule:
- First $1,000,000: 1.00% per year
- Next $1,000,000: 0.90% per year
- Next $3,000,000: 0.75% per year
- All Remaining Assets: 0.50% per year
SouthState Advisory and Minis & Company Standard Fee Schedule:
- First $1,000,000: 1.00% per year
- Next $2,000,000: 0.75% per year
- Next $2,000,000: 0.50% per year
- Next $2,000,000: 0.40% per year
Some clients may be subject to higher fees under legacy arrangements. Clients may also negotiate a flat fee or a liquidity management fee schedule.
Location
899 Island Park Drive, Suite 101, Daniel Island, SC, 29492
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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
Steven is a board member of the CFA Society of South Carolina and The Formation Project. These activities are not investment or insurance related.
Employment History
Current Registrations
Southstate Private Capital Management LLC
Previous Registrations
Southstate Advisory, INC.
Wells Fargo Clearing Services, LLCBroker
Global Alternative Investment Services, INC.Broker
Pioneer Institutional Asset Management, INC.
Pioneer Funds Distributor, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.