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...
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Assets Under Mgmt

$177.71M

Investment Professionals

3

Locations

1

% 401K & Individual

79%

% Discretionary

100%
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
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