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OBJECTIVITY SQUARED WEALTH MANAGEMENT

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

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About OBJECTIVITY SQUARED WEALTH MANAGEMENT

OBJECTIVITY SQUARED WEALTH MANAGEMENT, formally registered with the SEC as OBJECTIVITY SQUARED WEALTH MANAGEMENT. The firm was established in 10/26/2020. They have over 1 offices throughout the country.

OBJECTIVITY SQUARED WEALTH MANAGEMENT is a Charleston, South Carolina based Financial Planning firm with nearly $361,716,000 assets under management, offering retirement planning & investment advisory services to 1248 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311052
SEC#801-119693
Assets Managed by Firm$361,716,000
No. of Clients1248
No. of Advisors6

Fee Structure

  • A percentage of AUM

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total1248$361,716,000
Individuals (other than high net worth individuals)46$15,900,000
High net worth individuals67$287,326,000
Pension and profit sharing plansFewer than 5 clients$3,850,000
Charitable organizationsFewer than 5 clients$6,740,000
Corporations or other businesses6$47,900,000

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