Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
912 clients
Average Client Portfolio
$377K average
Assets Under Management
$344.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.70%
$5.0M - $10.0M1.40%
$10.0M - $20.0M1.10%
$20M+0.80%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Simpsonville, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bull Harbor Capital LLC.
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Curran Financial Partners, LLC
January 2022 - April 2023 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - January 2022 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - January 2022 · 3 yrs
State Registrations2 states
MDSC
Advisor
Exams
No exam information available for this advisor.