Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > south carolina > mt pleasant > JP WEALTH MANAGEMENT, INC.
JP WEALTH MANAGEMENT, INC.
3401 Salterbeck Court
Suite 202
Mt. Pleasant, South Carolina 29466-7117
Tel: 866-562-6969
About JP WEALTH MANAGEMENT, INC.
JP WEALTH MANAGEMENT, INC, formally registered with the SEC as JP WEALTH MANAGEMENT, INC. The firm was established in 06/24/2004. They have over 4 offices throughout the country.
JP WEALTH MANAGEMENT, INC. is a Mt. Pleasant, South Carolina based Financial Planning firm with nearly $216,381,760 assets under management, offering retirement planning & investment advisory services to 226 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129475 |
| SEC# | 801-63273 |
| Assets Managed by Firm | $216,381,760 |
| No. of Clients | 226 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 226 | $216,381,760 |
| High net worth individuals | 69 | $211,683,427 |
| Pension and profit sharing plans | 6 | $4,698,333 |
More Retirement Planning firms in Mt. Pleasant, South Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Mt. Pleasant, South Carolina