| 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.
101 East Washington Street, Suite 200, Greenville, SC, 29605
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Learn about disclosures →Jimmy works as a Portfolio Manager and Investment Analyst at Colonial Trust Company, spending about 40% of his time there. He is also licensed to sell insurance in South Carolina and will receive commissions for selling insurance products.