Kathryn Smith
Kathryn Smith is a CFP, PFS-designated registered investment advisor at Colonial Trust Advisors, INC., based in Greenville, SC, with 7 years of industry experience. Kathryn 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 958 clients with $1.9B 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 are negotiable based on client circumstances, complexity, and total assets. Minimum annual fixed fee is $1,000 if agreed instead of percentage.
Fee Estimator
Location
101 E. Washington Street, Suite 200, Greenville, SC, 29602
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 ActivitiesSells Insurance
Kathryn is employed by Colonial Trust Company as a Financial Planner, dedicating about a third of her time to this role. She is also licensed to sell insurance in South Carolina and will receive commissions for insurance sales.
Employment History
Current Registrations
Colonial Trust Advisors, INC.
Previous Registrations
Fintrust Brokerage Services, LLCBroker
Fintrust Capital Advisors, LLC
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
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