| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.5M | 0.70% |
| $4.5M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees vary and are negotiable. The maximum annual fee for investment advisory services is 1.25%.
635 East Bay Street, Suite C, Charleston, SC, 29403
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