Charleston Investment Advisors, Llc
Mt. Pleasant, South Carolina
5.0
1 Review
Charleston Investment Advisors, LLC is a small investment advisory firm located in Mt. Pleasant, SC. With one office, they specialize in providing comprehensive investment advisory services to a diverse clientele. Boasting a team of two highly skilled professionals, the firm manages a considerable portfolio of assets. On average, each investment advisor oversees approximately $69,110,000 in assets under management, which aligns with the industry standard. Charleston Investment Advisors, LLC employs a flexible compensation structure, including various methods such as a percentage of assets under management, fixed fees, and hourly ...
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Assets Under Mgmt

$138.22M

Investment Professionals

2

Locations

0

% 401K & Individual

18%
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
Selection of other advisers
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