Charleston Investment Advisors, LLC is a small investment advisory firm located in Mt. Pleasant, SC. With one office, they specialize in providing comprehensive investment advisory services to a diverse clientele. Boasting a team of two highly skilled professionals, the firm manages a considerable portfolio of assets. On average, each investment advisor oversees approximately $69,110,000 in assets under management, which aligns with the industry standard. Charleston Investment Advisors, LLC employs a flexible compensation structure, including various methods such as a percentage of assets under management, fixed fees, and hourly charges. Although they manage a relatively small portion of 401K and individual accounts, they possess the expertise to effectively handle employer funds. Notably, their primary focus lies in managing the assets of high-net-worth individuals, who account for the majority of their clientele. Impressively, Charleston Investment Advisors, LLC nurtures relationships with over 70 individual clients, collectively representing assets under management totaling more than $138,221,000. The firm takes pride in its experienced team, with Erica Smith and Stephanie Mackara serving as two of the longest tenured registered advisors. Their wealth of knowledge and commitment to excellence contribute to the firm's success and reputation. Committed to delivering personalized investment strategies and achieving financial goals, Charleston Investment Advisors, LLC provides a tailored approach to each client's unique needs. With a focus on transparency, integrity, and exceptional service, they continue to cultivate long-lasting partnerships while helping their clients navigate the complex world of investment management.

Gunderson Capital Management, headquartered in Mount Pleasant, SC, is a small investment advisory firm specializing in providing comprehensive financial solutions to individual and employer 401K clients. With a team of five dedicated professionals, including two experienced investment advisors, Gunderson Capital Management manages a total of over $197,826,000 in assets under management, with an impressive average of approximately $8,830,000 per investment advisor. The firm's compensation structure is designed to align the interests of their clients and advisors, incorporating various models such as a percentage of assets under management. This approach ensures that the advisors are motivated to deliver exceptional results while growing and preserving clients' wealth. Gunderson Capital Management takes pride in its extensive experience in managing employer 401Ks and individual investments. Approximately half of their assets under management are derived from these sources, highlighting their expertise in this area. Moreover, the firm exclusively provides discretionary asset management services, giving clients peace of mind knowing that their investments are being handled with utmost care and expertise. Led by esteemed registered advisors Barry Kyte and William Gunderson, who boast an impressive tenure with the firm, Gunderson Capital Management has built a reputation for delivering personalized and tailored financial strategies. The firm's commitment to excellence, combined with their deep industry knowledge, allows them to provide their 510 individual clients with expert guidance, customized investment solutions, and exceptional service. With their unwavering dedication to client success, Gunderson Capital Management continues to solidify their position as a trusted partner in helping clients achieve their financial goals.

Verity Investment Partners is a leading local investment advisory firm headquartered in Beaufort, SC, with a strong reputation for providing personalized financial services. With a team of 13 dedicated professionals, including 10 experienced investment advisors, Verity Investment Partners offers comprehensive wealth management solutions to a diverse clientele. The firm manages an impressive average of approximately $60,950,000 in assets under management per investment advisor, which is in line with industry standards. Verity Investment Partners' compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Boasting a robust portfolio, Verity Investment Partners oversees a total of over $840,091,000 in assets under management for more than 110 individual clients. The firm primarily serves high net worth individuals, although it also has the capability to manage employer funds. The vast majority of the assets managed by Verity Investment Partners, approximately 99%, are discretionary. With four offices strategically located in Beaufort, Verity Investment Partners offers convenient access to its comprehensive suite of investment advisory services. The firm takes pride in its experienced team of advisors, including Charles Anderson, Michael Klaiber, and Jonathan Verity, who have demonstrated long-term dedication and expertise in serving their clients' financial needs. Verity Investment Partners is committed to building lasting relationships with its clients, providing tailored investment strategies, and delivering exceptional financial guidance. By combining their extensive industry knowledge with a personalized approach, the firm strives to help clients achieve their financial goals and secure a prosperous future.

Waypoint Strategic Advisors, a reputable local investment advisory firm based in Summerville, SC, is dedicated to providing exceptional financial guidance to its clients. With a team of eight highly skilled professionals, all of whom specialize in investment advisory services, Waypoint ensures personalized attention and expert advice for each client. On average, their investment advisors oversee approximately $86,330,000 in assets under management, aligning with the industry average. Waypoint's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach to their clients' financial planning. With over 380 individual clients, Waypoint manages a substantial portfolio of over $114,900,000 in assets. Notably, nearly half of their assets under management stem from employer 401Ks and individual accounts, highlighting their strong expertise in this particular domain. With four strategically located offices, Waypoint Strategic Advisors is well-positioned to serve clients throughout the Summerville area and beyond. The firm boasts a team of seasoned advisors, including Richard Coakley, Matthew Coakley, and Joe Young, who bring extensive experience and a deep understanding of the financial industry to their roles. Whether clients seek guidance for retirement planning, wealth management, or other investment strategies, Waypoint Strategic Advisors is committed to delivering comprehensive, tailored solutions. By combining their industry expertise, local presence, and client-focused approach, Waypoint ensures that each individual receives the highest level of financial advice and support.

Harbour Wealth Management Group, Inc. is a reputable investment advisory firm located in Daniel Island, SC, with a singular office serving clients. The firm takes pride in its team of three dedicated professionals, all of whom specialize in providing comprehensive investment advisory services. With an average of approximately $46,660,000 in assets under management per investment advisor, Harbour Wealth Management Group, Inc. demonstrates its ability to effectively manage client portfolios. The firm's compensation structure is diverse, encompassing a percentage of assets under management, fixed fees, and performance-based fees, ensuring flexibility and alignment with client objectives. Catering primarily to high-net-worth individuals, Harbour Wealth Management Group, Inc. manages a substantial portfolio for over 50 individual clients, with assets under management totaling more than $149,130,000. The firm's expertise and tailored approach have made it a trusted partner in serving the unique needs of affluent individuals. While 401K and individual accounts represent less than 30% of their assets under management, Harbour Wealth Management Group, Inc. possesses the capability and experience to effectively manage employer funds, catering to the diverse financial requirements of corporate clients. Notably, 78% of the assets they manage are under discretionary management, allowing for proactive decision-making and customized investment strategies. Harbour Wealth Management Group, Inc. distinguishes itself as a small investment advisory firm committed to providing personalized attention and exceptional service. The firm's team of experienced advisors, including Matthew Pardieck, Ansley Mellette, and Christopher Corley, have demonstrated their dedication to client success over many years of service. Clients can trust the expertise and guidance of Harbour Wealth Management Group, Inc. to navigate the complexities of wealth management and achieve their financial goals.

Ballast Rock Private Wealth, based in Charleston, SC, is a local investment advisory firm catering to high-net-worth individuals. With over 30 individual clients and a staggering $32,314,000 in assets under management, Ballast Rock provides comprehensive financial services to help their clients achieve their investment goals. The firm's expertise extends beyond individual and 401K accounts, as they possess the capability to effectively manage employer funds as well. A notable aspect of their business model is that 97% of the assets they manage are discretionary, demonstrating their clients' trust in their investment decisions. Ballast Rock Private Wealth operates from a single office in Charleston, serving as a pillar of the local financial community. The firm offers additional services as an insurance broker or agent, ensuring their clients' financial needs are comprehensively addressed. With a team of six dedicated employees, including five experienced investment advisors, Ballast Rock has an average of approximately $6,460,000 in assets under management per advisor. The firm's compensation structure encompasses various types, such as a percentage of assets under management and commissions, ensuring alignment with their clients' best interests. Ballast Rock Private Wealth takes pride in its seasoned professionals, including Christian Salomone, Andrew Mescon, and Jason Thonssen, who have demonstrated their expertise and commitment to serving clients over the long term. As Ballast Rock Private Wealth continues to provide exceptional financial advisory services, they remain a trusted partner in helping their clients navigate the complexities of wealth management and achieve financial success.

Bowen Wealth is a reputable investment advisory firm based out of Mount Pleasant, SC. With a team of two dedicated professionals, they offer personalized financial solutions to help their clients achieve their long-term goals. One of their employees specializes in providing comprehensive investment advisory services, ensuring that clients receive expert guidance and support. Bowen Wealth manages an average of approximately $64,210,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose a payment method that suits their preferences and needs. With over 310 individual clients, Bowen Wealth oversees more than $50,160,000 in assets under management. Notably, around half of these assets come from employer 401Ks or individuals, showcasing their expertise in this area. All the assets managed by Bowen Wealth are under discretionary management, providing clients with the confidence that their investments are in capable hands. In addition to investment advisory services, Bowen Wealth also serves as an insurance broker or agent, expanding their offerings to meet the diverse financial needs of their clients. The firm operates out of one office in Mount Pleasant, SC, and is led by John Bowen, one of the longest-tenured registered advisors who has been with the company since 2023. Overall, Bowen Wealth is committed to delivering personalized financial solutions, leveraging their experience, and tailoring strategies to help clients secure their financial future.

Apollon Financial, LLC is a reputable investment advisory firm headquartered in Mount Pleasant, SC. With a dedicated team of nine employees, including four experienced investment advisors, Apollon Financial offers comprehensive financial guidance and portfolio management services. Backed by their extensive expertise and commitment to excellence, the firm has established itself as a trusted partner for clients seeking to maximize their investment potential. Apollon Financial manages an impressive average of approximately $29,070,000 in assets under management per investment advisor. Their compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible approach tailored to each client's needs. The firm proudly serves over 190 individual clients, with a combined total of more than $146,637,000 in assets under management. Notably, Apollon Financial has gained significant expertise in managing assets from employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. Their extensive experience in this space enables them to provide valuable insights and tailored strategies to optimize clients' retirement savings. With four offices strategically located, Apollon Financial caters to a diverse clientele throughout the Mount Pleasant area. The firm's success can be attributed, in part, to the exceptional leadership of registered advisors Bradley Schaffnit and Maureen James, who bring years of industry experience and dedication to client satisfaction. Overall, Apollon Financial, LLC stands out as a distinguished investment advisory firm, committed to delivering personalized financial solutions and driving long-term success for their valued clients.

Curran Financial Partners, LLC, based out of Charleston, SC, is a reputable local investment advisory firm. With over 1,020 individual clients and a remarkable $319,132,000 in assets under management, they have built a strong presence in the financial industry. Boasting five offices, they cater to a diverse range of clients seeking expert financial advice and management services. In addition to their investment advisory services, Curran Financial Partners, LLC serves as an insurance broker or agent, ensuring comprehensive coverage for their clients. A significant portion of their assets under management, approximately half, stems from employer 401Ks or individuals, highlighting their expertise in this field. Notably, the firm handles all managed assets on a discretionary basis, allowing for greater flexibility and agility in investment decisions. With a team of 12 dedicated employees, Curran Financial Partners, LLC offers personalized investment advisory services to meet their clients' unique needs. Their compensation structure is flexible and accommodates various models, including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and aligns their interests with those of their clients. Among their team, Adam Curran, Paige Smith Ducey, and Colin Stewart are some of the firm's longest-tenured advisors, exemplifying their commitment to fostering lasting relationships with clients. On average, each investment advisor at Curran Financial Partners, LLC manages approximately $26,590,000 in assets, showcasing their ability to handle substantial portfolios. As a trusted financial partner, Curran Financial Partners, LLC prides itself on delivering excellent investment advisory services, helping clients navigate the complexities of the financial market and achieve their financial goals.

Fusion Capital, LLC is a highly reputable investment advisory firm headquartered in Mt. Pleasant, SC, serving a diverse clientele of over 620 individual clients. With assets under management totaling a staggering $273,665,000, Fusion Capital boasts an impressive track record in effectively managing and growing their clients' investments. As a small yet dynamic firm, Fusion Capital operates from three offices strategically located to provide personalized services to their valued clients. Their expertise lies in handling employer 401Ks and individual portfolios, with nearly half of their assets under management originating from these sources. This extensive experience enables Fusion Capital to offer tailored investment solutions that align with their clients' financial goals. With 100% of their managed assets falling under the discretionary category, Fusion Capital ensures flexibility and autonomy in making investment decisions on behalf of their clients. The firm's compensation structure incorporates various methods, including a percentage of assets under management, fostering a mutually beneficial relationship based on shared success. Fusion Capital maintains a dedicated team of seven professionals, with three experts specializing in investment advisory services. Each investment advisor oversees an average of approximately $91,220,000 in assets under management, demonstrating their ability to handle substantial portfolios effectively. Notably, the firm takes pride in the longevity of their advisors, with Clint Martin, Jason Mengel, and Daniel Webster among the most tenured and respected professionals within the organization. With an unwavering commitment to delivering exceptional results and a strong focus on client satisfaction, Fusion Capital, LLC has established itself as a trusted partner in helping individuals and organizations achieve their financial objectives.

Eagles Coast Wealth Management, LLC is a highly regarded investment advisory firm operating in Charleston, SC. With four conveniently located offices, they are well-positioned to serve clients in the region. The company prides itself on its team of six dedicated professionals, five of whom specialize in providing comprehensive investment advisory services. With an impressive average of $5,080,000 in assets under management per investment advisor, Eagles Coast Wealth Management, LLC has established a strong track record of delivering exceptional financial guidance. Their compensation structure is diverse, encompassing various methods such as a percentage of assets under management. One key area of expertise for the firm lies in managing employer 401Ks and individual portfolios, which collectively constitute around half of their assets under management. Their extensive experience in this sector has earned them a reputation for excellence. Eagles Coast Wealth Management, LLC primarily operates on a discretionary basis, as 99% of the assets they manage fall under this category. This discretionary approach allows them to make informed investment decisions on behalf of their clients, maximizing growth potential while mitigating risk. The firm serves a substantial client base, boasting over 100 individual clients and managing assets exceeding $25,375,000. Among the notable advisors with extensive tenure at Eagles Coast Wealth Management, LLC are Cheryl Blakey, Paul Martin, and Ilya Falkovich. These seasoned professionals bring a wealth of knowledge and expertise to the firm, further enhancing its ability to provide top-tier investment advisory services.