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Colonial Trust Advisors, Inc.
Spartanburg, South Carolina
Colonial Trust Advisors, Inc., a local investment advisory firm based out of Spartanburg, SC, boasts an impressive track record in managing wealth for high net worth individuals. With over 490 individual clients and a staggering $1,193,168,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Their expertise extends beyond individual and 401K accounts, as they possess the capability to manage employer funds as well.
Colonial Trust Advisors, Inc. operates from four strategically located offices, ensuring accessibility and personalized service for their discerning clientele....see more
Assets Under Mgmt
$1.19B
Investment Professionals
11
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- 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
Reviews for Colonial Trust Advisors, Inc.
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