| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
Fees are negotiable.
1212 Main St, Columbia, SC, 29201
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Learn about disclosures →Adam co-owns Executive On Call LLC, an event planning consulting business, with his spouse. He also serves on committees at St. Peters Evangelical Lutheran Church, dedicating minimal time to these activities.