| 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.
101 E. Washington Street, Suite 200, Greenville, SC, 29602
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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 →Kathryn is employed by Colonial Trust Company as a Financial Planner, dedicating about a third of her time to this role. She is also licensed to sell insurance in South Carolina and will receive commissions for insurance sales.