| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable for assets over $1,000,000. Using the previous tier's fee percentage for the negotiable tier.
29 Plantation Park Drive, Suite 804, Bluffton, SC, 29910
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Learn about disclosures →Matthew is a registered representative with IBN Financial Services, Inc. since January 2023, spending about a quarter of his time there. He also works as a staff accountant for James L. Van Grouw LLC, dedicating about half his time to general bookkeeping and tax return preparation.