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.

Wildes Financial Strategies, Inc is a small investment advisory firm based out of Georgetown, SC. With a single office, the firm is committed to providing comprehensive financial solutions to its clients. Led by Jeffrey Wildes, one of the longest tenured registered advisors since 2017, the company boasts a team of six dedicated professionals, two of whom specialize in investment advisory services. With an average of $50,030,000 in assets under management per investment advisor, Wildes Financial Strategies, Inc maintains an industry-average position in terms of assets managed. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm's expertise shines through their experience in managing employer 401Ks and individual assets, accounting for approximately half of their assets under management. As a discretionary asset manager, Wildes Financial Strategies, Inc has full authority to make investment decisions on behalf of their clients, ensuring a seamless and efficient investment process. They proudly serve a diverse clientele, boasting a client base of over 330 individuals who entrust the firm with more than $100,063,000 in assets under management. Driven by a commitment to exceptional financial strategies and client satisfaction, Wildes Financial Strategies, Inc strives to deliver personalized investment solutions tailored to each client's unique goals and objectives. With their deep industry knowledge and dedication to providing comprehensive financial guidance, the firm remains a trusted partner for individuals and employers seeking expert advisory services.

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.