Denise Lollis is a registered investment advisor at Greenwood Capital Associates, LLC, based in Greenwood, SC, with 7 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 731 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1% of assets under management. Fees and account minimums are negotiable based on account size and complexity. Accounts managed on the Pontera platform receive a 40% discount on the standard fee. Minimum quarterly fee of $150 applies.
Fee Estimator
Location
425 Main Street, Suite 100, Greenwood, SC, 29646-2741
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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 →Employment History
Current Registrations
Greenwood Capital Associates, 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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