Assets Under Management
$3.8B
Number of Clients
300
Number of Advisors
16
Average Client AUM
$12.6M
AUM per Advisor
$236.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
SouthState Advisory offers investment advisory, financial planning, and retirement plan services. They focus on client-based solutions, open investment architecture, and customized strategies. Financial planning is typically included in investment management fees. They utilize various investment vehicles and research partners to meet client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
520 Gervais St, Columbia, SC, 29201