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Home > Retirement Planners > south carolina > charleston > OBJECTIVITY SQUARED WEALTH MANAGEMENT
OBJECTIVITY SQUARED WEALTH MANAGEMENT
701 East Bay Street
Suite 403
Charleston, South Carolina 29403
Tel: (843) 212-2805
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 Status | Approved |
|---|---|
| Firm CRD# | 311052 |
| SEC# | 801-119693 |
| Assets Managed by Firm | $361,716,000 |
| No. of Clients | 1248 |
| No. of Advisors | 6 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1248 | $361,716,000 |
| Individuals (other than high net worth individuals) | 46 | $15,900,000 |
| High net worth individuals | 67 | $287,326,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,850,000 |
| Charitable organizations | Fewer than 5 clients | $6,740,000 |
| Corporations or other businesses | 6 | $47,900,000 |
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