South Carolina Wealth Management Group provides financial planning, investment portfolio management, and general consulting services to clients. They work with clients to understand their financial situation and goals, then develop a financial outline and investment plan. Clients can choose to have SCWMG implement the financial plan and manage the investment portfolio.
Assets Under Management$1.9M
Clients14
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.9M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
SCWMG may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where SCWMG deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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