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Core Advisory Group
Rock Hill, South Carolina
5.0
13 Reviews
Core Advisory Group, based out of Rock Hill, SC, is a small investment advisory firm that offers comprehensive financial services to a diverse client base. With a total of four employees, three of whom provide investment advisory services, Core Advisory Group brings a personalized approach to managing clients' assets.
The firm boasts an impressive average of approximately $85,700,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring cli...see more
Assets Under Mgmt
$177.71M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
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
Reviews for Core Advisory Group
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