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Find Retirement Advisors for Retirement Planning in Charleston, South Carolina

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Top 15 Retirement Planning firms in Charleston, South Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GREYSTAR INVESTMENT GROUP, LLC
465 Meeting Street, Suite 500
Charleston, SC, 29403
$26,631,669,63159368
A Percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
2
PERMANENS CAPITAL L.P.
18 N. Adgers Wharf,
Charleston, SC, 29401
$4,193,707,5214716
A Percentage of AUM, Fixed Fees, Performance Based
3
TANDEM INVESTMENT ADVISORS INC
145 King Street, Suite 400
Charleston, SC, 29401-2229
$2,997,109,59090789
A Percentage of AUM
4
PERFORMA LIMITED (US), LLC
701 East Bay Street, Suite 405
Charleston, SC, 29403
$2,876,679,8949915
A Percentage of AUM
5
LIBERTY HALL CAPITAL PARTNERS, L.P.
200 Meeting Street, 2nd Floor
Charleston, SC, 29401
$883,866,719611
A Percentage of AUM, Fixed Fees, Performance Based
6
GLOBAL FRONTIER INVESTMENTS, LLC
92 Broad Street,
Charleston, SC, 29401
$432,317,13942
A Percentage of AUM, Performance Based
7
OBJECTIVITY SQUARED WEALTH MANAGEMENT
701 East Bay Street, Suite 403
Charleston, SC, 29403
$336,800,00010265
A Percentage of AUM
8
CURRAN FINANCIAL PARTNERS, LLC
672 Marina Drive, Suite 108
Charleston, SC, 29492
$319,132,326276911
A Percentage of AUM, Hourly charges, Fixed Fees
9
FAMILY ASSET MANAGEMENT, LLC
997 Morrison Drive, Suite 401,
Charleston, SC, 29403
$281,820,0772008
A Percentage of AUM, Fixed Fees
10
CAPASSO PLANNING PARTNERS LLC
635 East Bay Street, Suite C
Charleston, SC, 29403
$280,681,535151311
A Percentage of AUM, Hourly charges, Fixed Fees
11
VICTORIA CAPITAL MANAGEMENT, INC.
109 East Bay Street, #1e
Charleston, SC, 29401
$207,611,8971603
A Percentage of AUM
12
BOWSIDE CAPITAL, LLC
211 King Street, Suite 204,
Charleston, SC, 29401
$187,121,82142
A Percentage of AUM, Performance Based
13
CHARLESTON FINANCIAL ADVISORS, LLC
4 North Atlantic Wharf, Suite 200,
Charleston, SC, 29401-2168
$185,917,8056175
A Percentage of AUM, Hourly charges, Fixed Fees
14
SQN VENTURE PARTNERS, LLC
320 Broad St., Suite 250
Charleston, SC, 29401
$149,092,92858
A Percentage of AUM, Performance Based, Other (STRUCTURING FEE)
15
HEALTHCOR PARTNERS MANAGEMENT, L.P.
701 East Bay Street,
Charleston, SC, 29403
$127,483,25633
Performance Based

Information on Top Retirement Planning firms in Charleston, South Carolina

QualificationsFirm CRD# 160665

Assets Under Management $26,631,669,631

No. Of Clients59

Clients Per Financial Advisor0

GREYSTAR INVESTMENT GROUP, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59 clients. The team consists of 368 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (DEVELOPMENT
  • PROPERTY MANAGEMENT
  • CONSTRUCTION AND OTHER FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 157476

Assets Under Management $4,193,707,521

No. Of Clients47

Clients Per Financial Advisor3

PERMANENS CAPITAL L.P. is a financial advisory firm situated in Charleston, South Carolina. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109392

Assets Under Management $2,997,109,590

No. Of Clients9078

Clients Per Financial Advisor1009

TANDEM INVESTMENT ADVISORS INC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9078 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 154232

Assets Under Management $2,876,679,894

No. Of Clients99

Clients Per Financial Advisor7

PERFORMA LIMITED (US), LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 99 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
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QualificationsFirm CRD# 173159

Assets Under Management $883,866,719

No. Of Clients6

Clients Per Financial Advisor1

LIBERTY HALL CAPITAL PARTNERS, L.P. is a financial advisory firm situated in Charleston, South Carolina. With a nearly $884M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 160105

Assets Under Management $432,317,139

No. Of Clients4

Clients Per Financial Advisor2

GLOBAL FRONTIER INVESTMENTS, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $432M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 311052

Assets Under Management $336,800,000

No. Of Clients1026

Clients Per Financial Advisor205

OBJECTIVITY SQUARED WEALTH MANAGEMENT is a financial advisory firm situated in Charleston, South Carolina. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1026 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 281943

Assets Under Management $319,132,326

No. Of Clients2769

Clients Per Financial Advisor252

CURRAN FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2769 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 129738

Assets Under Management $281,820,077

No. Of Clients200

Clients Per Financial Advisor25

FAMILY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 200 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 294673

Assets Under Management $280,681,535

No. Of Clients1513

Clients Per Financial Advisor138

CAPASSO PLANNING PARTNERS LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $281M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1513 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107665

Assets Under Management $207,611,897

No. Of Clients160

Clients Per Financial Advisor53

VICTORIA CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Charleston, South Carolina. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 170509

Assets Under Management $187,121,821

No. Of Clients4

Clients Per Financial Advisor2

BOWSIDE CAPITAL, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 137536

Assets Under Management $185,917,805

No. Of Clients617

Clients Per Financial Advisor123

CHARLESTON FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 617 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 301483

Assets Under Management $149,092,928

No. Of Clients5

Clients Per Financial Advisor1

SQN VENTURE PARTNERS, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (STRUCTURING FEE)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 160399

Assets Under Management $127,483,256

No. Of Clients3

Clients Per Financial Advisor1

HEALTHCOR PARTNERS MANAGEMENT, L.P. is a financial advisory firm situated in Charleston, South Carolina. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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