Crescent Financial Advisors
Seneca, South Carolina
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Crescent Financial Advisors, based out of Seneca, SC, is a reputable investment advisory firm dedicated to providing top-notch financial services. With a team of two experienced professionals, they specialize in offering comprehensive investment advice to individuals and employer 401K plans. Their track record speaks volumes, as they manage an impressive average of $163,960,000 in assets per investment advisor, surpassing the industry standard. Their compensation structure is flexible, comprising various types, including a percentage of assets under management, ensuring their interests are aligned with their clients'. Crescent Fi...
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Assets Under Mgmt

$138.41M

Investment Professionals

2

Locations

0

% 401K & Individual

39%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.