Charleston Wealth Advisors
Charleston Wealth Advisors (CRD# 319565) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $50,507,188 in 241 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management51MILLION
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Total Number of Accounts241ACCOUNTS
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Average Account Value$209,573
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, SC, TX
Financial Advisors at Charleston Wealth Advisors
1
Manuel Martinez (CRD# 4838649) is an Investment Advisor Representative working at Charleston Wealth Advisors in Mount Pleasant, SC and has over 19 years of experience in the finance industry.
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