Minas Wealth Management LLC
Minas Wealth Management LLC (CRD# 146718) is a financial advisory firm headquartered in Okatie, SC. They manage $2,500,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Minas Wealth Management LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$108,696
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC
Financial Advisors at Minas Wealth Management LLC
1
William Hickman (CRD# 4428844) is an Investment Advisor Representative working at Minas Wealth Management LLC in Okatie, SC and has over 22 years of experience in the finance industry.
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