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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.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Charleston, South Carolina (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403 | $26,631,669,631 | 59 | 368 | 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 | $4,193,707,521 | 47 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | TANDEM INVESTMENT ADVISORS INC 145 King Street, Suite 400 Charleston, SC, 29401-2229 | $2,997,109,590 | 9078 | 9 | A Percentage of AUM |
| 4 | PERFORMA LIMITED (US), LLC 701 East Bay Street, Suite 405 Charleston, SC, 29403 | $2,876,679,894 | 99 | 15 | A Percentage of AUM |
| 5 | LIBERTY HALL CAPITAL PARTNERS, L.P. 200 Meeting Street, 2nd Floor Charleston, SC, 29401 | $883,866,719 | 6 | 11 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | GLOBAL FRONTIER INVESTMENTS, LLC 92 Broad Street, Charleston, SC, 29401 | $432,317,139 | 4 | 2 | A Percentage of AUM, Performance Based |
| 7 | OBJECTIVITY SQUARED WEALTH MANAGEMENT 701 East Bay Street, Suite 403 Charleston, SC, 29403 | $336,800,000 | 1026 | 5 | A Percentage of AUM |
| 8 | CURRAN FINANCIAL PARTNERS, LLC 672 Marina Drive, Suite 108 Charleston, SC, 29492 | $319,132,326 | 2769 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | FAMILY ASSET MANAGEMENT, LLC 997 Morrison Drive, Suite 401, Charleston, SC, 29403 | $281,820,077 | 200 | 8 | A Percentage of AUM, Fixed Fees |
| 10 | CAPASSO PLANNING PARTNERS LLC 635 East Bay Street, Suite C Charleston, SC, 29403 | $280,681,535 | 1513 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | VICTORIA CAPITAL MANAGEMENT, INC. 109 East Bay Street, #1e Charleston, SC, 29401 | $207,611,897 | 160 | 3 | A Percentage of AUM |
| 12 | BOWSIDE CAPITAL, LLC 211 King Street, Suite 204, Charleston, SC, 29401 | $187,121,821 | 4 | 2 | A Percentage of AUM, Performance Based |
| 13 | CHARLESTON FINANCIAL ADVISORS, LLC 4 North Atlantic Wharf, Suite 200, Charleston, SC, 29401-2168 | $185,917,805 | 617 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | SQN VENTURE PARTNERS, LLC 320 Broad St., Suite 250 Charleston, SC, 29401 | $149,092,928 | 5 | 8 | A Percentage of AUM, Performance Based, Other (STRUCTURING FEE) |
| 15 | HEALTHCOR PARTNERS MANAGEMENT, L.P. 701 East Bay Street, Charleston, SC, 29403 | $127,483,256 | 3 | 3 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Greenville, South Carolina
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Looking for more choices? Use our free match service to compare retirement planners serving your area.