SouthState Private Capital Management provides investment management and financial planning services to individuals, high-net-worth clients, businesses, trusts, estates, and retirement plans. The firm builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, structured notes, and private investments. Portfolios are generally managed on a discretionary basis, allowing the team to make trades without prior approval. Financial planning covers retirement, tax strategies, estate planning, education funding, and risk management. As a subsidiary of SouthState Bank, the firm may coordinate with affiliated banking services when appropriate. Fees are typically based on a percentage of the value of your portfolio, with different standard fee schedules depending on the specific division or trade name handling your account.
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.