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WAYPOINT STRATEGIC ADVISORS
10570 Dorchester Rd.
Summerville, South Carolina 29485
Tel: 843-873-4420
About WAYPOINT STRATEGIC ADVISORS
WAYPOINT STRATEGIC ADVISORS, formally registered with the SEC as WAYPOINT STRATEGIC ADVISORS. The firm was established in 04/15/2021. They have over 4 offices throughout the country.
WAYPOINT STRATEGIC ADVISORS is a Summerville, South Carolina based Financial Planning firm with nearly $130,000,000 assets under management, offering retirement planning & investment advisory services to 737 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152077 |
| SEC# | 801-120800 |
| Assets Managed by Firm | $130,000,000 |
| No. of Clients | 737 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 737 | $130,000,000 |
| Individuals (other than high net worth individuals) | 417 | $64,700,000 |
| High net worth individuals | 42 | $65,200,000 |
| Charitable organizations | 1 | $100,000 |
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|---|---|---|---|
| $463,475,486,343 | 1910545 | 35841 | |
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 |
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