Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: SouthState Private Capital Management discloses a tiered schedule starting at 1.00% in its Form ADV Part 2A (July 1, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (July 1, 2026): “Private Capital Management Standard Fee Schedule … For clients whose Agreements are executed under Private Capital Management, the following Standard Fee Schedule generally applies, but can be negotiated on a client-by-client basis and therefore fees can vary substantially between clients, including between clients with similar assets. … Market Value of Account Annual Fee Percentage Quarterly Fee Percentage The First $1,000,000 of Assets 1.00% .2500% The Next $1,000,000 of Assets 0.90% .2250% The Next $3,000,000 of Assets 0.75% .1875% All Remaining Assets 0.50% .1250%”
Note: CRD 165306 independently re-verified ACTIVE/isSECRegistered=Y. The brochure discloses different Standard Fee Schedules across the firm’s DBAs; the Private Capital Management schedule was used because it matches this legal entity’s own name (a separate SouthState Advisory/Minis & Company schedule is a different DBA and was not used). A $1,000,000 account minimum applies but is expressly waivable at the firm’s discretion.
- The First $1,000,000 of Assets: 1.00%
- The Next $1,000,000 of Assets: 0.90%
- The Next $3,000,000 of Assets: 0.75%
- All Remaining Assets: 0.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $19,000 | 0.95% |
Each balance is billed under the schedule’s own marginal brackets in sequence, 1.00% on the first $1,000,000, then 0.90%, 0.75% and 0.50% on each successive named bracket, with no fixed-dollar minimum fee printed for this schedule.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, SouthState Private Capital Management’s own published rate runs $5,000 a year.
Comparing SouthState Private Capital Management against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (July 1, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050438
- SEC Investment Adviser Public Disclosure, SouthState Private Capital Management LLC (CRD #165306): https://adviserinfo.sec.gov/firm/summary/165306
- SouthState Private Capital Management LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/165306/PDF/165306.pdf
Methodology. This page was built September 28, 2026, drawing on SouthState Private Capital Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving SouthState Private Capital Management instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full SouthState Private Capital Management review.
Is SouthState Private Capital Management a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See SouthState Private Capital Management’s minimum investment, straight from its own Form ADV Part 2A brochure.