Charleston County, SC Financial Advisors and Resources



Financial Advisor Firms in Charleston County, SC


TANDEM INVESTMENT ADVISORS INC

Website

(843) 720-3413

145 King Street
Suite 400
Charleston, SC 29401

SEC#: 801-57846
Years in Business: 21 years

FAMILY ASSET MANAGEMENT, LLC

Website

(843) 723-2994

25 Society Street

Charleston, SC 29401

SEC#: 801-83169
Years in Business: 6 years

OBJECTIVITY SQUARED WEALTH MANAGEMENT

Website

(843) 720-3527

701 East Bay Street
Suite 403
Charleston, SC 29403

SEC#: 801-119693
Years in Business: 0 years

CURRAN FINANCIAL PARTNERS, LLC

Website

(843) 300-1182

672 Marina Drive, Suite 207

Charleston, SC 29492

SEC#: 801-119322
Years in Business: 1 years

CHARLESTON FINANCIAL ADVISORS, LLC

Website

(843) 722-3331

4 North Atlantic Wharf, Suite 200

Charleston, SC 29401

SEC#: 801-107090
Years in Business: 5 years

JBJ INVESTMENT PARTNERS, LLC

Website

(843) 606-3917

701 E. Bay Street
Suite 305
Charleston, SC 29403

SEC#: 801-78137
Years in Business: 8 years

VICTORIA CAPITAL MANAGEMENT, INC.

Website

(843) 342-3044

211 King Street
Suite 106
Charleston, SC 29401

SEC#: 801-112588
Years in Business: 3 years

PERFORMA LIMITED (US), LLC

Website

(843) 297-4940

701 East Bay Street
Suite 405
Charleston, SC 29403

SEC#: 801-76943
Years in Business: 9 years

HEALTHCOR PARTNERS MANAGEMENT, L.P.

Website

(212) 622-7726

701 East Bay Street

Charleston, SC 29403

SEC#: 801-74191
Years in Business: 9 years


How Retirement-Friendly is Charleston County, SC?

  • Population: 401,165
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $328,900
  • Average Monthly Housing Cost: $1,248
  • Average Household Income: $95,174
  • South Carolina Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • South Carolina Property Tax: 2.77% (24th Lowest in U.S.)
  • South Carolina Individual Income Tax: 1.99% (17th Lowest in U.S.)
  • South Carolina Sales and Excise Tax: 2.69% (9th Lowest in U.S.)


Charleston County, SC Financial Advisor FAQs

The first question you may want to ask a financial advisor is actually what they charge for their services. Come up with a ballpark figure as to what fee would be justifiable given the services rendered and how much control you have over the account.
If you're planning to establish long-term financial goals, then it makes sense for an expert advisor to help keep track of your transactions and invest according to your needs. You may also find yourself in need of sound advice when considering how much money you should leave to heirs or if investing in stocks is worth the risk.
Commonly, financial advisors work with people to help them make wise decisions about their money—such as how to save for retirement, what type of insurance they need, whether college is affordable, etc.
There are various ways to know if an advisor is legitimate, from researching their qualifications or by checking with the equivalents in your country, to finding out how much they charge for specific services.