| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5,000,000.
3 Clark Summit Drive, Suite 201, Bluffton, SC, 29910
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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 →John is a 50% owner and officer of International Educational Exchanges, Inc., an immigration consulting business, dedicating a few hours per week to providing strategic direction. He also works as an adjunct professor at the University of South Carolina-Beaufort, teaching business classes for a few hours per week.