Assets Under Management
$1.7B
Number of Clients
934
Number of Advisors
12
Average Client AUM
$1.8M
AUM per Advisor
$139.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Colonial Trust Advisors, Inc. provides asset management and financial planning services. They create personalized investment policies based on client goals and manage portfolios on a discretionary or non-discretionary basis. Financial planning covers personal, tax, investment, retirement, and estate matters. They also offer retirement plan advisory services to plans and plan fiduciaries.
| 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.
233 South Pine Street, Spartanburg, SC, 29302