DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Kevin Christopher
Excelsior Wealth Partners
100 Dunbar Street, Suite 116
Spartanburg, SC 29306
864-263-9514
About Excelsior Wealth Partners
Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas.
Our experience, personalized approach, and commitment to serving our clients make us unique in our Marketplace.
A community of independent financial advisors who share a commitment for excellence by fostering a culture of openness and transparency, while focusing on a world class client experience.
We can help you achieve your financial goals through tailored money management and a fee structure designed for your success.
As a well-respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth can help you achieve your financial goals.
See Disclosures
General Information
Firm Start Year
CRD#
CRD # 5930994
Firm CRD#
23131
Insurance License#
16246718
Name of Broker/Dealer
Osaic
Name of Custodial Firm
Pershing
States Licensed in
CA, CO, FL, MA, NC, NY, SC, SD, TX, VA
Years of Experience in Financial Services
14
Work with the following types of clients
Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Services
Investment Types
Stocks, Bonds, Mutual Funds, Annuities, 1031 exchange, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance
Can meet clients in the following ways
Your Office, Phone, Our Office, Your Home, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 63, Series 7, Series 6, Series 65
Insurance and Annuity Licenses
Variable Life, Variable Annuity, Life, Health, Annuity
Firm Information
Firm's Number of Clients
2,800
Assets Managed by Firm
850,000,000
Total Assets Under Management by Advisor
$72,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
100,000
Compensation Methods
Based on Assets
Additional Details on Charges
up to 100,000 the fee is 1.5% 100,000- 250,000 the fee is 1.25 250,000-500,000 the fee is 1% 500,000-1,000,000, the fee is.80% 1,000,000- 2,000,000 the fee is .70% 2,000,000-5,000,000 the fee is .50% 5,000,000 and above the fee is .40%