Charleston, SC Financial Advisors and Resources



Financial Advisor Firms in Charleston, 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, SC?

  • Population: 135,257
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $331,100
  • Average Monthly Housing Cost: $1,379
  • Average Household Income: $98,288
  • 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, SC Financial Advisor FAQs

Ask if the potential financial advisor has availed of some of the products and services they are offering clients. If they do, this should be a plus considering they are believers of their own products.
The cost of a financial advisor is dependent on the individual's needs. Some will charge an hourly fee, while others may take a cut of the assets you give them control over.
You need to make the decision based on the services, qualifications, and trustworthiness of each advisor.
Financial advisors have access to the latest research on economic trends and investments. They can help you plan your taxes most effectively. An advisor can also represent a buffer between us and our often-impulsive selves – helping us avoid mistakes we know we shouldn't make.