Colonial Trust Company

Colonial Trust Company at a glance

• One of 131 fee-only firms based in South Carolina in the Wellspent graph.
• 15 advisors are listed here; 4 of 15 hold the CFP.
• Its Form ADV reports 28 employees and 895 individual clients, 356 of them high net worth.
• Its average account is about $885,000 (assets it manages divided by its 2,093 accounts).

Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina

Facts

Colonial Trust Company fees

Colonial Trust Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (15)

• Barry Wynn

• Bert Barre

  CFA

• Brittany Bynum

• Camp Wynn

  CFA

• Charles Clementson

• Cullen Coxe

• Henry Barre

• Henry Batts

• James Fiske

  CFP

• Joseph Anderson

  CFP

• Kathryn Smith

  CFP · PFS

• Matthew Van Name

  CFP

• Sarah Shalala

• Thomas Ledbetter

  CFA

• William Wieters