| 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.
233 South Pine Street, Spartanburg, SC, 29302
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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 →Bert is employed by Colonial Trust Company as Chairman, President, COO, and Senior Trust Officer, dedicating the majority of his time to this role. He also serves as Chair of the Investment Advisory Committee for the Spartanburg County Foundation, spending minimal time on this activity.