Fintrust Capital Advisors, Llc

Fintrust Capital Advisors, Llc

Greenville, South Carolina

Fintrust Capital Advisors, LLC, headquartered in Greenville, SC, is a leading regional investment advisory firm with a strong presence in the financial industry. With over 700 individual clients and an impressive $1,724,645,000 in assets under management, Fintrust Capital Advisors serves as a trusted partner in managing wealth and achieving financial goals. The firm operates from four strategically located offices, allowing them to effectively cater to their diverse client base. While their expertise extends beyond individual and 401K accounts, comprising less than 30% of their assets under management, Fintrust Capital Advisors p...see more

Assets Under Mgmt

$1.72B

Investment Professionals

30

Locations

3

% 401K & Individual

11%

% Discretionary

77%

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 investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Reviews for Fintrust Capital Advisors, Llc

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