What is a Fee-Only Engagement?

Greenville Capital is one of the few fee-only firms in South Carolina. This type of engagement establishes the highest standard of client care as defined under the Certified Financial Planner® Board’s Code of Ethics and Standards of Conduct.

Our annual compensation is based on a percentage of assets under management with full disclosure to the client. We accept no commissions and sell no product. Our portfolios have no surrender charges or load fees. Because we are organized as a Registered Investment Advisor, Greenville Capital must at all times provide advice which is both suitable to the client and in the client’s best interest—which is both a mandate and our mission.

What does this mean for you?

You get a fully disclosed transparent engagement, with no hidden agendas, fees, or services.
In other words, you get exactly what you need.

Have a question for us?

Our goal is to establish long term trusted relationships with our clients. Please contact us to determine if we are a good fit for each other.