Find The Best Financial Advisors in Charleston, South Carolina

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Charleston is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Charleston & pick the one as per your needs

How To Find The Best Financial Advisors in Charleston, South Carolina
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Charleston, South Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and non-vetted financial advisors in Charleston, South Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Charleston, South Carolina have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Charleston, South Carolina

Top Financial Advisor Firms in Charleston, South Carolina (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	160665	$26,631,669,631	59	A Percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
PERMANENS CAPITAL L.P. 18 N. Adgers Wharf, Charleston, SC, 29401	157476	$4,193,707,521	47	A Percentage of AUM, Fixed Fees, Performance Based
TANDEM INVESTMENT ADVISORS INC 145 King Street, Suite 400 Charleston, SC, 29401-2229	109392	$2,997,109,590	9078	A Percentage of AUM
PERFORMA LIMITED (US), LLC 701 East Bay Street, Suite 405 Charleston, SC, 29403	154232	$2,876,679,894	99	A Percentage of AUM
LIBERTY HALL CAPITAL PARTNERS, L.P. 200 Meeting Street, 2nd Floor Charleston, SC, 29401	173159	$883,866,719	6	A Percentage of AUM, Fixed Fees, Performance Based
GLOBAL FRONTIER INVESTMENTS, LLC 92 Broad Street, Charleston, SC, 29401	160105	$432,317,139	4	A Percentage of AUM, Performance Based
OBJECTIVITY SQUARED WEALTH MANAGEMENT 701 East Bay Street, Suite 403 Charleston, SC, 29403	311052	$336,800,000	1026	A Percentage of AUM
CURRAN FINANCIAL PARTNERS, LLC 672 Marina Drive, Suite 108 Charleston, SC, 29492	281943	$319,132,326	2769	A Percentage of AUM, Hourly charges, Fixed Fees
FAMILY ASSET MANAGEMENT, LLC 997 Morrison Drive, Suite 401, Charleston, SC, 29403	129738	$281,820,077	200	A Percentage of AUM, Fixed Fees
CAPASSO PLANNING PARTNERS LLC 635 East Bay Street, Suite C Charleston, SC, 29403	294673	$280,681,535	1513	A Percentage of AUM, Hourly charges, Fixed Fees
VICTORIA CAPITAL MANAGEMENT, INC. 109 East Bay Street, #1e Charleston, SC, 29401	107665	$207,611,897	160	A Percentage of AUM
BOWSIDE CAPITAL, LLC 211 King Street, Suite 204, Charleston, SC, 29401	170509	$187,121,821	4	A Percentage of AUM, Performance Based
CHARLESTON FINANCIAL ADVISORS, LLC 4 North Atlantic Wharf, Suite 200, Charleston, SC, 29401-2168	137536	$185,917,805	617	A Percentage of AUM, Hourly charges, Fixed Fees
SQN VENTURE PARTNERS, LLC 320 Broad St., Suite 250 Charleston, SC, 29401	301483	$149,092,928	5	A Percentage of AUM, Performance Based, Other (STRUCTURING FEE)
HEALTHCOR PARTNERS MANAGEMENT, L.P. 701 East Bay Street, Charleston, SC, 29403	160399	$127,483,256	3	Performance Based

Select other cities around Charleston, South Carolina to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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