Alcus Financial Group, LLC
Alcus Financial Group, LLC (CRD# 130698) is a financial advisory firm headquartered in , . They manage $21,600,000 in 106 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts106ACCOUNTS
Average Account Value$203,774
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, NY, SC, TX
Joseph Baker (CRD# 2837061) is an Investment Advisor Representative working at Alcus Financial Group, LLC in Mount Pleasant, SC and has over 20 years of experience in the finance industry. Joseph Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.