SOUTHSTATE ADVISORY, INC.
Columbia, South Carolina
4.4
17 Reviews
Southstate Advisory, Inc. is a renowned investment advisory firm headquartered in Columbia, SC, providing exceptional financial services to clients across the region. With a team of 20 dedicated professionals, including 10 highly skilled investment advisors, Southstate Advisory stands out in the industry. Their impressive average of approximately $173,760,000 in assets under management per investment advisor surpasses the industry standard, showcasing their expertise and success. At Southstate Advisory, their compensation structure is designed to align their interests with those of their clients. They offer various types of compe...
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Assets Under Mgmt

$3.12B

Investment Professionals

10

Locations

7

% 401K & Individual

1%

% Discretionary

88%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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