CHARLESTON FINANCIAL ADVISORS, LLC - Financial Advisor in South Carolina, Charleston

Tel: 843-722-3331 4 North Atlantic Wharf, Suite 200 Charleston, South Carolina 29401-2168

About CHARLESTON FINANCIAL ADVISORS, LLC

CHARLESTON FINANCIAL ADVISORS, LLC is a Charleston, South Carolina based financial advisory firm with nearly $210,709,306 in assets under management and provides investment advisory services for 595 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

137536

Firm SEC#:

801-107090

Assets Under Management:

$210,709,306

No. of Clients:

595

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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