OBJECTIVITY SQUARED WEALTH MANAGEMENT - Financial Advisor in South Carolina, Charleston

Tel: (843) 212-2805 701 East Bay Street Suite 403 Charleston, South Carolina 29403

About OBJECTIVITY SQUARED WEALTH MANAGEMENT

OBJECTIVITY SQUARED WEALTH MANAGEMENT is a Charleston, South Carolina based financial advisory firm with nearly $361,716,000 in assets under management and provides investment advisory services for 1248 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

311052

Firm SEC#:

801-119693

Assets Under Management:

$361,716,000

No. of Clients:

1248

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM

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