Our Team

Strategic Wealth Management

Investment Philosophy and Approach

How We Add Value

Fee Structure

Frequently Asked Questions

  Fee Structure

Trust Company of the South is a fee-only wealth advisor. The only compensation we receive is from you, our client. Our compensation can be either an annual retainer fee or based on assets under management, with the expectation of a minimum annual fee of $20,000.

  • 0.40%  per annum for amounts greater than $5,000,000

  • 0.85%  per annum for the first $5,000,000

 

 

 
 
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