Advisor at Greenwood Capital Associates, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Greenwood Capital Associates, LLC
Location
Greenwood, SC 29646-2741
Credentials
Series 65
Industry experience
7 years
Financial planning stand-alone fee of $3,500, collected prior to plan commencement; portion may be credited against advisory fees if assets under management opened.
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60% N/A - N/A: 0.50% for 100% Equity Large Cap, Tax-Managed Large Cap, Dividend & Income, SMID Cap institutional accounts N/A - N/A: 0.35% for 100% Fixed Income institutional accounts N/A - N/A: 0.50% for Balanced Allocation institutional accounts N/A - N/A: 0.50% for ETF Diversified Asset Allocation and Passive/Active UMA Strategic Asset Allocation institutional accounts
Account minimum: $250,000 (can be waived based on overall client relationship, financial objectives over time, and complexity) Minimum fee: $150 per calendar quarter minimum fee for Investment Advisory services, prorated for days the account is open during the quarter Fee-only: Fee-only basis; no commissions or asset-based sales charges accepted.
Greenwood Capital Associates
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Greenwood, SC
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Series 63, Series 66
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Series 63, Series 66
Greenwood, SC
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Series 66
Greenwood, SC
Edward Jones
Series 63, Series 66
Abbeville, SC
Edward Jones
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