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.
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Assets Under Mgmt
$32.31M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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