How does the advisor help clients – Key Takeaways:
As an expert in the financial industry, Charleston Equity Partners, LLC provides their clients with a wide range of services to help them reach their financial goals. Some key takeaways of how they assist their clients include:
- Creating personalized financial plans
- Managing investments and portfolios
- Offering advice on retirement and estate planning
- Providing guidance on tax strategies
- Educating clients on financial topics
Facts and Insights
Charleston Equity Partners, LLC is a highly experienced financial advisory firm that has been helping clients achieve financial success for over 20 years. Throughout their years in business, they have gained valuable insights and knowledge that they use to benefit their clients’ financial well-being.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
Charleston Equity Partners, LLC offers a variety of financial services to meet their clients’ needs and objectives. Some of these services include:
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
Charleston Equity Partners, LLC works with a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Corporate executives
Fees & Compensation
Charleston Equity Partners, LLC operates on a fee-based compensation structure, meaning that they charge a percentage of assets under management as their advisory fee. This fee is typically between 1-2% of the total assets being managed. They believe this fee structure aligns their interests with their clients’ investment goals.
Background
Charleston Equity Partners, LLC was founded in 1999 by a team of financial experts who shared a common goal of helping individuals and families achieve financial success. With over two decades of experience in the industry, the firm has established a strong reputation for providing personalized and comprehensive financial planning and investment management services.
Financial Advisor Disclosures to Know
Charleston Equity Partners, LLC prides itself on transparency and ethical practices. As such, they want their clients to be aware of any potential conflicts of interest or disciplinary actions that may apply to their advisors. For more information, clients can refer to the firm’s SEC filings or discuss any concerns with their assigned advisor.