Fee-OnlyFinder

% of assets managed in Greenville, SC

26 advisers in Greenville offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 26

Bca Private Wealth, INC.15 Halton Green Way · Greenville, SC 29607 · (864) 322-6046 · Financial planningCRD 140913 · % of assets, Hourly charges, Fixed fees · $317.3 million AUMSEC registeredNo commissions reportedCapital Focus, INC.412-C Pettigru Street · Greenville, SC 29650 · (864) 250-1177 · Financial planningCRD 152149 · % of assets, Hourly charges · $16.3 million AUMState registeredNo commissions reportedDBA Big Money Retirement and Big Retirement632 S Main St · Greenville, SC 29601 · (864) 920-3155 · Financial planningCRD 318698 · % of assets, Fixed fees · $147.1 million AUMSEC registeredNo commissions reportedDiscipline Wealth Solutions, INC.15 Halton Green Way · Greenville, SC 29607 · (864) 322-6046 · Financial planningCRD 315846 · % of assets, Hourly charges, Fixed fees · $746.7 million AUMSEC registeredNo commissions reportedFamily Legacy, INC.900 Pendleton Street, Suite 200 · Greenville, SC 29601 · (864) 233-0808 · Financial planningCRD 110945 · % of assets, Fixed fees · $377.3 million AUMSEC registeredNo commissions reportedFiduciary Organization, LLC217 West Stone Ave · Greenville, SC 29609 · (864) 704-5114 · Financial planningCRD 325661 · % of assets, Hourly charges, Fixed fees · $14.8 million AUMState registeredNo commissions reportedFoster Victor10 Toy Street, Suite 200 · Greenville, SC 29601 · (864) 720-2000 · Financial planningCRD 283656 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedGlobal View Investment Advisors, LLC800 E Washington St, Suite a · Greenville, SC 29601 · (864) 272-0818 · Financial planningCRD 145499 · % of assets, Hourly charges · $553.8 million AUMSEC registeredNo commissions reportedGoepper Burkhardt LLC531 South Main Street, Suite 303 · Greenville, SC 29601 · (864) 370-3244 · Financial planningCRD 127896 · % of assets · $380.3 million AUMSEC registeredNo commissions reportedGreenville Capital330 East Coffee Street · Greenville, SC 29601 · (864) 979-0000 · Financial planningCRD 309954 · % of assets · $40.2 million AUMState registeredNo commissions reported
Hardin Capital Partners, LLC1207 E. Washington Street · Greenville, SC 29601 · (864) 252-4200 · Financial planningCRD 153023 · % of assets, Hourly charges · $447.8 million AUMSEC registeredNo commissions reportedIdle Hill Advisors LLC201 Roper Creek Drive · Greenville, SC 29615 · (864) 297-6125 · Financial planningCRD 317040 · % of assets · $107.5 million AUMSEC registeredNo commissions reportedIntelligent Investing33 Market Point Drive · Greenville, SC 29607 · (864) 679-0500 · Financial planningCRD 286436 · % of assets, Hourly charges, Fixed fees · $54.3 million AUMState registeredNo commissions reportedJ. Freeman & Associates8 Pelham Road · Greenville, SC 29615 · (864) 331-4400 · Financial planningCRD 144039 · % of assets, Fixed fees · $175.0 million AUMSEC registeredNo commissions reportedMatch Grade Advisors400 Pettigru St · Greenville, SC 29601 · (864) 250-0661 · Financial planningCRD 299181 · % of assets, Fixed fees · $479.4 million AUMSEC registeredNo commissions reportedMatthews Wealth Management LLC330 E. Coffee Street · Greenville, SC 29601 · (864) 527-5982 · Financial planningCRD 291443 · % of assets, Hourly charges, Fixed fees · $39.3 million AUMState registeredNo commissions reportedMorgan Investments INC720 South Pleasantburg Drive · Greenville, SC 29607 · (864) 235-4196 · % of assets managedCRD 105977 · % of assets · $49.6 million AUMState registeredNo commissions reportedNorris Financial Group, LLC605 N. Main Street · Greenville, SC 29601 · (864) 235-6408 · Financial planningCRD 129422 · % of assets, Hourly charges, Fixed fees · $353.0 million AUMSEC registeredNo commissions reportedNovus Advisors607 Pendleton Street, Suite 101-B · Greenville, SC 29601 · (864) 272-3579 · % of assets managedCRD 157908 · % of assets · $91.3 million AUMSEC registeredNo commissions reportedPrimetrust Advisors LLC850 S Pleasantburg Dr, Suite 101 · Greenville, SC 29607 · (864) 552-4020 · Financial planningCRD 141625 · % of assets, Hourly charges, Fixed fees · $421.6 million AUMSEC registeredNo commissions reportedRogers Financial Advisory Group, LLC7 Boyce Avenue · Greenville, SC 29601 · (864) 250-1376 · Financial planningCRD 130223 · % of assets, Hourly charges, Subscription fees · $42.9 million AUMState registeredNo commissions reportedSoutheast Financial AdvisorsC/O 107 Manly Street · Greenville, SC 29601 · (864) 284-6511 · Financial planningCRD 121757 · % of assets, Hourly charges, Fixed fees · $133.0 million AUMSEC registeredNo commissions reportedTaverik Capital, LLC220 N. Main Street, Suite 500 · Greenville, SC 29601 · (864) 967-9838 · Financial planningCRD 156594 · % of assets, Fixed fees, Performance-based fees · $97.5 million AUMSEC registeredNo commissions reportedThe Fiduciary Alliance135 S Main St, Suite 600 · Greenville, SC 29601 · (864) 385-7999 · Financial planningCRD 284924 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedTrunorth Advisors501 River Street, Suite 200 · Greenville, SC 29601 · (864) 800-1831 · Financial planningCRD 304558 · % of assets · $300.8 million AUMSEC registeredNo commissions reportedWealth Management Advisors, LLC3 Legacy Park Road, Suite a · Greenville, SC 29607 · (864) 236-4706 · Financial planningCRD 171260 · % of assets, Hourly charges, Fixed fees · $686.1 million AUMSEC registeredNo commissions reported