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.

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.

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.

Objectivity Squared Wealth Management is a highly esteemed investment advisory firm based in Charleston, SC. With a team of 5 dedicated professionals, including 2 experienced investment advisors, the firm has gained a reputation for delivering exceptional financial services. Demonstrating their expertise, each investment advisor at Objectivity Squared manages an impressive average of $206,560,000 in assets under management, surpassing industry standards. The firm's compensation structure is comprehensive, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their diverse clientele. With over 100 individual clients, Objectivity Squared oversees more than $336,800,000 in assets under management, predominantly serving high-net-worth individuals. While the majority of their managed assets are for high-net-worth individuals, Objectivity Squared Wealth Management also possesses the capability to handle employer funds, although 401(k) and individual accounts account for less than 30% of their assets under management. Impressively, 98% of the assets they manage are under their discretionary authority, showcasing their clients' trust in their investment strategies. As a boutique investment advisory firm, Objectivity Squared Wealth Management prides itself on providing personalized and attentive services to their discerning clients. With their main office located in Charleston, SC, the firm has established a strong presence in the local financial community. Notably, Nicholas Holmes and Alexander Opoulos, two of the firm's longest-tenured registered advisors, contribute their extensive knowledge and expertise to the success of Objectivity Squared Wealth Management.

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.

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.

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.

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.

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.

Apollon Wealth Management, LLC is a reputable regional investment advisory firm headquartered in Mount Pleasant, SC. With a team of 117 dedicated professionals, they are committed to providing exceptional financial services to their clients. Among their employees, 71 individuals specialize in delivering top-notch investment advisory services, offering expert guidance tailored to their clients' unique financial goals. The firm manages an impressive amount of assets, averaging around $47,140,000 per investment advisor. While this falls within the industry average, Apollon Wealth Management, LLC distinguishes itself through its diverse compensation structure, which includes a percentage of assets under management. With over 3,620 individual clients, Apollon Wealth Management, LLC oversees a substantial portfolio valued at more than $3,362,897,000. Their expertise in managing employer 401Ks and individual assets sets them apart, as approximately half of their assets under management are derived from these sources. Demonstrating their clients' trust in their capabilities, an impressive 91% of the assets entrusted to Apollon Wealth Management, LLC are under their discretionary management. This highlights the firm's ability to make strategic investment decisions on behalf of their clients, employing their extensive industry knowledge and expertise. Operating out of Mount Pleasant, SC, Apollon Wealth Management, LLC has established a strong presence in the region, boasting an extensive network of 35 offices. The firm takes pride in its seasoned team of advisors, including respected professionals such as Andrew Jaffee, Robert Gorman, and Kristen McKeown, who have provided valuable guidance and advice to their clients for many years.