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WAYPOINT STRATEGIC ADVISORS

Tel: 843-873-4420
10570 Dorchester Rd.
Summerville, South Carolina  29485

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WAYPOINT STRATEGIC ADVISORS

WAYPOINT STRATEGIC ADVISORS is a Summerville, South Carolina based financial advisory firm with nearly $130,000,000 in assets under management and provides investment advisory services for 737 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

152077

SEC#:

801-120800

No. of Clients:

737

Assets under Management

$130,000,000

No. of Advisors:

8

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