Metis Wealth Management & Planning LLC
Metis Wealth Management & Planning LLC (CRD# 305086) is a financial advisory firm headquartered in Bluffton, SC. They manage $90,374,802 in 205 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Metis Wealth Management & Planning LLC
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts205ACCOUNTS
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Average Account Value$440,853
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY, SC, TX, VT
Financial Advisors at Metis Wealth Management & Planning LLC
1
Jennifer Sokolowski (CRD# 6882692) is an Investment Advisor Representative working at Metis Wealth Management & Planning LLC in Bluffton, SC and has over 6 years of experience in the finance industry.
2
Robert Sokolowski (CRD# 6882734) is an Investment Advisor Representative working at Metis Wealth Management & Planning LLC in Bluffton, SC and has over 6 years of experience in the finance industry.
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