Joshua Forkey

SouthState Private Capital Management charges a percentage of your portfolio's value each year for investment management. The specific rate depends on which of SouthState's advisory businesses manages your account. Fees are negotiable and can vary based on the services provided, the type of client, the size of the account, and other factors.

Private Capital Management Standard Fee Schedule:

• First $1,000,000: 1.00% per year
• Next $1,000,000: 0.90% per year
• Next $3,000,000: 0.75% per year
• All Remaining Assets: 0.50% per year

SouthState Advisory and Minis & Company Standard Fee Schedule:

• First $1,000,000: 1.00% per year
• Next $2,000,000: 0.75% per year
• Next $2,000,000: 0.50% per year
• Next $2,000,000: 0.40% per year

Some clients may be subject to higher fees under legacy arrangements. Clients may also negotiate a flat fee or a liquidity management fee schedule.