Calvary Wealth, Llc
Augusta, Georgia
Calvary Wealth, LLC, headquartered in Augusta, GA, is a small investment advisory firm dedicated to providing comprehensive wealth management services. With two offices, they have established themselves as a trusted partner for high net worth individuals seeking expert financial guidance. Led by Broadus Cleveland, one of their longest-tenured registered advisors, who has been with the firm since 2004, Calvary Wealth offers personalized solutions tailored to each client's unique financial goals. With a team of two employees, one of whom specializes in investment advisory services, Calvary Wealth ensures a focused and attentive app...
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Assets Under Mgmt

$138.47M

Investment Professionals

1

Locations

1

% 401K & Individual

11%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other: FINANCIAL CONSULTING
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